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Set up Quickbooks locally

The first step in setting up the BriteCore-Quickbooks integration is setting up QuickBooks locally.

After you set up Quickbooks locally, you must complete the following processes:

  • Set up the Quickbooks Web Connector.
  • Set up Quickbooks in BriteCore.

Set up Quickbooks locally

  1. Contact QuickBooks sales.
  2. Complete their paperwork or online forms.
  3. Determine how you will install QuickBooks at your office:
    1. Option 1:
      1. Single user.
      2. QuickBooks.
      3. The Web Connector on a local machine with the Quickbooks data file on the local machine.
    2. Option 2:
      1. Single user.
      2. QuickBooks.
      3. The Web Connector on a local machine with the Quickbooks data file on a centralized, shared server.
    3. Option 3:
      1. Multiple users who share one QuickBooks and Web Connector program.
      2. The QuickBooks and Web Connector programs are on a shared connection with the Quickbooks data file on the same server.
    4. Option 4:
      1. Multiple users who share one QuickBooks and Web Connector program.
      2. The QuickBooks and Web Connector programs are on a shared connection with the Quickbooks data file on a different server.
    5. Option 5 (most common):
      1. Multiple users with their own QuickBooks and Web Connector programs.
      2. The Quickbooks data file is on a centralized, shared server.
  4. Contact a licensed QuickBooks provider to train your staff on installing and using QuickBooks.

    Note: BriteCore doesn’t provide training on QuickBooks installation.

  5. Complete the QuickBooks installation on a Windows-based server or computer.
  6. Add the supported expense accounts in Quickbooks that BriteCore will export transactions to, such as Claim Payments, Return Premium Payments, and Agent Commission Payments.

    Note: Ensure the Checking Account Name is set up as a bank for its type.

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