The very first thing to do is to install the QuickBooks Foundation Class Library 4.0. We include the QBFC 4.0 in the POSitive folder of your POSitive installation. The QuickBooks Foundation Class Library 4.0 enables developers to write applications that exchange data with Quickbooks. In order for POSitive™ to communicate with QuickBooks the QBFC 4.0 needs to be installed on the computer running both software products.
 
The second step is to install the very latest version of POSitive™ to assure proper integration. Ask the Support Department if your release of POSitive™ is the latest and greatest. Within POSitive™, simply click: Help > About > Release
 
You will know the communication is active when you receive the Intuit Security Prompt window after launching PRMQB.exe from within the POSitive folder. Do not attempt or expect that the integration is going to work until you receive the Intuit Security Prompt!
 
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SETUP POSitive QB Interface
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1. Launch POSitive and log in with management credentials
2. Click "Accounting" at the top
3. Click the "GL Setup" button
4. Click the "Quickbooks" link on the left
5. Place a check mark in "Activate POSitive-Quickbooks Interface"
6. Enter your Quickbooks company name in the appropriate field
7. Select your Quickbooks version
8. Click the "Check QB Account Compatibility" and make any changes as indicated
9. *Do not use the export buttons at this time*
10. Click "OK"
 
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ACTIVATE POSitive QB Interface
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1. Install QBFC 4.0
2. Launch QuickBooks and log into your company file (.QBW)
3. Launch POSitive and login to your company
4. Launch PRMQB.EXE from within the PRM\ folder
5. You should be immediately prompted to select your POSitive company, select it
6. QuickBooks will take focus and you will need to approve the Intuit/POSitive Software Co. security message ***DO NOT PROCEED UNTIL YOU APPROVE THIS MESSAGE****
7. Now you are ready to send your chart of accounts to QuickBooks (Accounting > Setup > Quickbooks > "Export POSitive Accounts to Quickbooks".
8. If you look in the PRMQB Monitor you will see the transfer activity.
9. Now, go into "Post Transactions" and post a transaction to the POSitive GL. A small window will appear with a progress bar *DO NOT INTERRUPT IT*, once this is complete, go into Quickbooks and notice the transaction went over successfully.
 
For more information about POSitive Quickbooks integration or if you need additional assistance please contact your Dealer or POSitive Software Company.