This allows access to the page where the setup and connection between PPW and QuickBooks Desktop is created. Note, it must be QuickBooks Desktop for PC, not Mac.
● Enable Integration - Allows the connection between Property Pres Wizard and QuickBooks to work.
● QBWC Username - A random, unique value generated by Property Pres Wizard to facilitate the connection between PPW and QuickBooks.
● QBWC Password - This is created by you and must be entered in to allow Property Pres Wizard and QuickBooks to connect. It will be entered in on the web connector as well.
● Re-type QBWC Password - What you created must be entered in again to allow Property Pres Wizard and QuickBooks to connect. It will be entered in on the web connector as well.
● Default Bill Account - The account that information will display as in QuickBooks.
● Default Bill Item - The title that will display in QuickBooks if no identification is associated in PPW. For reference, it must be an expense account.
● Default Invoice Line Item - The title that will display in QuickBooks if no identification is associated in PPW.
● Default Invoice Discount Item - The title that will display in QuickBooks if no identification is associated in PPW.
● Use Jobs/Sub Customers for Invoices - When checked, will populate a box where you can set pre-set variables to send into the jobs section on an invoice in QuickBooks.
● Job Name format - Displays and allows you to select preset variables in a desired sequence to the jobs section on the invoice, for example, an address and contractor
● Download QWC - Allows you to download the QuickBooks Web Connector file that is necessary to integrate PPW with QuickBooks Desktop. For reference, it can only be QuickBooks Desktop for PC, not Mac.
● Sync Customers - This brings the customer list from QuickBooks into PPW so you can choose from them in the drop-down menu when you create a client company.
● Sync Vendors This brings the Vendor list from QuickBooks into PPW so you can choose from the drop-down menu when creating a user.
● Sync Items - This brings the item list from QuickBooks into Property Pres Wizard so you can select from them in the drop-down menu when creating bid completion items.
● Sync Accounts - This brings the accounts from QuickBooks into Property Pres Wizard so you can choose them in the drop-down menu on the QuickBooks integration page as well as creating a bid completion item.
● Sync Classes - This brings in the classes from QuickBooks into Property Pres Wizard so you can choose them in the drop-down menu on the creation of a user or client company
● Save - Saves QuickBooks integrations settings.