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Integrating ALLDATA Manage and QuickBooks - Step 2 of 5

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Make sure your QuickBooks program is ready.

Using a compatible version of QuickBooks

  • Using QuickBooks Pro or Premier, 2010 or later

    • NOT using Canadian QuickBooks, 2012 or later

  • To look up which version you are using, open QuickBooks >> Click Help >> About QuickBooks >> ​The version will be listed on the popup window.

QuickBooks is installed in the correct place

  • If you are using ALLDATA Manage on networked (connected) computers:

    • QuickBooks must be installed on the ALLDATA Manage SERVER computer.

    • Both ALLDATA Manage and the QuickBooks Company File (the main information) MUST be installed on the same drive letter.

      • Example: Local Disk (C:) Hard Drive

QuickBooks information is available

  • On the ALLDATA Manage SERVER computer:

    • Make sure you are logged in to QuickBooks with ADMINISTRATOR access.

    • Make sure the QuickBooks Company File is open.

      • Need help with these? Either open QuickBooks >> Click Help >> Quickbooks Help >> Search >> Search for "administrator access" or "open company file", or call QuickBooks Support at 1-888-859-4056.

  • Gather the following information to enter on the Integration Request Form in Step 5. 

    • Name of the main person who handles QuickBooks for your shop

    • QuickBooks Password

    • Parts Tax Rate

    • Labor Tax Rate

    • State Taxing Agency Name

 

Click here to go to Step 3