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QuickBooks setup for Lokad Desktop
Lokad Desktop Sales Forecasting (and
Lokad Excel Sales Forecasting) can be integrated to QuickBooks. The first execution of a QuickBooks integrating application includes some custom steps; indeed QuickBooks performs a security check to prevent any unauthorized access to your company data. The purpose of this page is to guide you through those steps.
Before launching
Lokad Desktop Sales Forecasting, open a company file in QuickBooks (any company file is OK for the process).
Now that we have successfully opened a company file, start
Lokad Desktop Sales Forecasting (from the
Windows Start --> All Programs --> Lokad). Go to the
Settings panel of
Lokad Desktop.
Choose
QuickBooksProvider for the application in the
Settings panel. Then for the
connection string value, you can enter
COMPANYFILE;COUNTRYCODE. Setting a blank connection string is equivalent to an empty name for the
company file and choosing
US for the
country code. When your settings have been defined, click the
Save button of the
Settings panel.
Once you've clicked on
Save, QuickBooks immediately starts a certification wizard. Choose the option
Yes, always in order to be able to run
Lokad Desktop even if QuickBooks is not running.
Click on
Yes in the QuickBooks dialog box in order to proceed to the certification.
Click on
Done to confirm the certification.
It is now possible to see the newly integrated application through
Edit --> Preference menu within QuickBooks.
This dialog box shows the list of integrated applications. The
LOKADDESKTOP appears as a newly integrated application in QuickBooks.