QuickBooks Initial POS Setup – STEP 4 – Setup QuickBooks Adapter

Now that everything is set up inside QuickBooks for AccuPOS to integrate properly, it is time to set up the AccuLINK adapter.  For information on how to install the adapter, please refer to the AccuPOS Network Setup Guide.  To setup the adapter:

  1. Open the QuickBooks Adapter. There should be a shortcut on the desktop after the adapter was installed.

  2. Once open, click on Setup. The AccuPOS QuickBooks Adapter Configuration window pops up.

    quickbooks-adapter-setup

  3. Click Path to QB Company.

    path-to-quickbooks-company

  4. Browse through the network or local computer to select the company file that was setup and hit Select.

    select-pos-database

  5. The path now appears.  Select New Site to add that path as the default path to be used by the adapter.

  6. Make sure that US is selected at the top (it is by default). Click Save when done.

    select-country-save

  7. You will be returned to the Adapter window, which will connect immediately to QuickBooks assuming QuickBooks is open. You will be able to tell it connects by a window that pops up inside QuickBooks itself.
  8. When the QuickBooks Application Certificate window pops up, select the option that says Yes, always; allow access even if QuickBooks is not running.

    quickbooks-certificate

  9. If there is an option to choose a username to log in as, be sure to select the Admin account or an account with full Admin rights. If there is no option, proceed to the next step.”

  10. Click Continue.

    continue-setup

  11. Click Done.

    finish-quickbooks-setup

  12. Now you have granted the adapter access to QuickBooks. You only have to grant access once. Be aware that downloading updates to QuickBooks may prompt for access again though.



NEXT is Step 5:  Setup Sales Tax Code