If you wish to integrate MISys Manufacturing with Intuit QuickBooks Online you must accomplish the following:
Select Intuit QuickBooks Online as your accounting option on the Accounting tab of the Company Options notebook.
Create a Chart of Accounts in MISys Manufacturing and corresponding entries in the QuickBooks Online Chart of Accounts.
Create Items in the QuickBooks Online connected company and map them to corresponding Item numbers in MISys Manufacturing.
Navigate to the Administration desktop and select Company Options. Click to select the Accounting tab.
In the Accounting System selection box choose Intuit QuickBooks Online. The form will change as follows:
This displays the status that MISys Manufacturing currently has to QuickBooks Online. It can read Connected or Not Connected.
This displays the status of the MISys Manufacturing QuickBooks Online Service, which is required for successful integration between MISys Manufacturing and QuickBooks Online. Possible status indicators are as follows:
· QuickBooks Online Service is running: The service is installed and running.
· QuickBooks Online Service not running: The service is installed, but not running.
· QuickBooks Online Service not installed: The service is not installed. In this case, click Install QuickBooks Online Service to install the MISys Manufacturing QBO Service.
· QuickBooks Online Service is running - Hosts file not configured.: The service is installed and running, but something went wrong during the configuration process during installation. Please contact MISys support for more information.
Note: The MISys Manufacturing QuickBooks Online Service must be installed on each given machine where the MISys Manufacturing Client application is installed and you wish to use integration with Intuit QuickBooks Online.
Clicking this button begins the authorization process that is necessary to connect MISys Manufacturing to one of your companies in QuickBooks Online. Follow the steps below when you connect (or reconnect) access to QuickBooks Online:
1. Click the Connect to QuickBooks Online button.
2. A new window will open in your internet browser where you will be asked to enter your User ID and Password for QuickBooks Online. Enter this information and click Sign In.
Note: This screen may not appear if you are already signed into QuickBooks Online. In this case, the screen in the next step appears instead.
Note: the QuickBooks Online User ID and Password entered here must be a QuickBooks Online Admin user with full administration rights.
3. On the next screen, a listing of your QuickBooks Online companies appears. Click on the QuickBooks Online company you would like to connect to MISys Manufacturing.
4. The next screen alerts you that you are about to securely share your data with MISys Manufacturing. After you read and agree to the information provided on this screen, click the Connect button.
A Success window (or tab) would appear after clicking Connect, indicating that you have successfully authorized the application to connect to QuickBooks Online. You can safely close this browser window (or tab).
5. Now that your connection to QuickBooks Online has been successful, you will see in MISys Manufacturing that the Company ID and Status have been updated accordingly.