QuickBooks Installation and Setup

Apr 27, 2014 1:27 pm

Requirements

  • You must have a copy of Intuit QuickBooks Pro
    - version 2004 - 2011
    - QuickBooks Online is currently not supported
  • Accrisoft FreedomLink must be installed on your local computer -- Click here to download it.
  • Your computer must be running Microsoft Windows XP (SP2 or later), Windows Vista or Windows 7

Setting it up

  1. QuickBooks has to be installed on your local machine.
    a. Tax calculation should be turned off: Go to Edit > Preferences > Sales Tax > Company Preferences tab > "Do you charge sales tax? and select "No."
  2. Install FreedomLink. View the installation instructions on The Accrisoft Ecosystem
  3. Turn on the following modules:
    a. Membership
    b. Commerce
    c. Billing (with QuickBooks selected as the Billing Method)
    d. A Custom Directory (for selling products)