QuickBooks Defaults

This Help topic refers to all DocuXplorer versions only when the optional DocuXplorer for QuickBooks Integration package has been installed

 

The QuickBooks Integration option dialogue box allows a user to register or unregister DocuXplorer with QuickBooks and set country codes from the US, UK and Canada.

 

Registering QuickBooks adds a menu into QuickBooks that allows a user to add and find documents stored in DocuXplorer. If you have QuickBooks on the installation computer DocuXplorer registers with QuickBooks by default. The QuickBooks Integration is available even during the 30-day free trial..

 

Use the <Tools><Options><QuickBooks Defaults> to register DocuXplorer with QuickBooks

 

 

 

QuickBooks Integration

Register DocuXplorer - The process of registering with QuickBooks places the <DocuXplorer> menu on the QuickBooks <File> menu.  

Unregister DocuXplorer - Unregister will remove the <DocuXplorer> menu from the QuickBooks menu .

Show DocuXplorer Desktop - when enabled the DocuXplorer Desktop will always display when DocuXplorer is initialized (When adding or finding a document the first time in a session though the QuickBooks Integration). By default this options is not enabled and a user must select to show or hide the DocuXplorer Desktop of the QuickBooks File/DocuXplorer Menu item

 

 

 

Product Settings - This information is managed by DocuXplorer automatically and only needs to be changed if directed by a support technician.

Country Code – Enter the Country Code for the version of QuickBooks you are using. Or select a country code from the drop down list. codes are available for The U.S., Canada and the U.K.  

Automatic - The Country Code as set in the <Language> tab of the <Regional and Language

Major Version Number        - The Major Version number of QuickBooks installed on the workstation.

Minor Version Number        - The Minor Version number of QuickBooks installed on the workstation.

 

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