Export Data to QuickBooks®

1. Introduction
2. Export Diagram
3. Prerequisites
4. Steps Involved in Export Process
   1. One Time Setup
      1. Save Export Settings
      2. Download and Install QuickBooks® Web Connector (optional)
      3. Download Web Connector Configuration (QWC) File
      4. Attaching QWC File to Web Connector
   2. Starting Export Process
      1. Initiate Export Process From QuickBooks® Web Connector
      1. Export of Vendor Commission
      1. Export of Employee Commission
5. FAQ
6. Troubleshooting

1. Introduction

Note: Export of commission data into QuickBooks® is complex. It would be better to run this process with the help of Consultants. Please Contact us for further assistance.

2. Export Diagram

3. Prerequisites

To export from Easy-Commission, the computer should have the following things;

1. QuickBooks® Application
   - QuickBooks® application needs to be available to export data from Easy-Commission.
2. QuickBooks® Web Connector
   - Web Connector needs to be installed if not exists in the computer.
3. QWC file (Web Connector configuration file)
   - The configuration file will be downloaded from Easy-Commission Export page and used to initiate the Export process from computer.

4. Steps involved in Export Process

a) One time setup

1. Export Settings

   Before proceeding with Export process, Export settings needs to be saved in Easy-Commission.

   >> Go to Payout Process>>Export>> Click "Save" to store the Export settings.

ii. Download and Install QuickBooks® Web Connector (optional)

Web Connector is an application which enables data exchange between Web applications and QuickBooks®. This is an optional step. To identify QuickBooks® Web Connector is already installed in the system,

1. Click Start - Programs - QuickBooks® - Web Connector
2. Open Web Connector. Verify the version that shows in the top of the application. If it shows version 2.3.0.36 or above, then no need to download and install the Web connector in the computer.

1. 1. Please note that, this is one time activity.
2. iii. Download Web Connector Configuration (QWC) file

   Web Connector configuration file (QWC) file is the key file which is used to communicate the data exchange between Easy-Commission and QuickBooks® via Web Connector.

   To download QWC file,

   Open the Payout Process>>Export page, click the "Download the QWC file" link and save it in the computer.

1. 1. Please note that, this is one time activity. For next execution onwards, you can directly double click/open the downloaded QWC file which is saved locally in the computer and initiate the export process.

iv. Attaching QWC file to Web Connector

1. Open QuickBooks® application and open the Company file to which Easy-Commission data is exported.
   • QuickBooks® company file is setup with allowing other applications to access with company file.
   • To verify this, open QuickBooks®, go to Edit menu - Preferences - Company Preferences - Integrated Applications.
   • Please make sure, "Don't allow any applications to access this company file" option is unchecked.

1. Double-Click to open the QWC file (that was locally saved in the above step).
2. The QWC file will be opened with QuickBooks® Web Connector. After few seconds, a screen will be open up for authorizing web service. Click "Ok" to continue the process.

After authorizing web service, QuickBooks® will open up a dialog (this will be opened inside QuickBooks® application) for granting permissions for the Integrating applications. Choose "Yes, whenever this QuickBooks® company file is open" option and click "Continue" to proceed the process.

Now Easy-Commission is attached with QuickBooks® for reading data from the company file. The attached application will be shown in QuickBooks® under Edit menu - Preferences - Company Preferences - Integrated Applications.

b) Starting export process

1. Initiate Export process from QuickBooks® Web Connector
   

   After adding QWC file to QuickBooks® Web Connector, the Easy-Commission data export to QuickBooks® needs to be initiated from Web Connector.

   To initiate export process, Open QuickBooks® Web Connector

   1. Choose "Easy-Commission" application (point 1 in the below screenshot)
   2. Enter the Easy-Commission login password in the password box. (point 2 in the below screenshot)
   3. After entering the password, Web Connector will show a message box for saving password. Choose "Yes" or "No" based on your desire.
   4. Click "Update Selected" button to initiate the process.

1. Before exporting commission to vendor as bills, make sure that Sales Rep (who is actually the Vendor in QuickBooks®) in Easy-Commission has “Employee” field unchecked and “Accounts Payable” field filled with Vendor’s QuickBooks® Account name (example, “Automobile Expense”) as shown below

1. Before exporting the commission of sales rep, who is actually an employee in QuickBooks®, please make sure, the employee flag in sales rep page of Easy-Commission is selected, as shown in below screen shot,

5. FAQ

1. What are all the Easy-Commission data that can be exported to QuickBooks®?
   Commission statement of Rep can be exported to QuickBooks®.
   When Rep is an Employee (Employee check box is checked in Sales Rep page), commission statement is exported to QuickBooks® as ‘Payroll’.
   When Rep is a Vendor (Employee check box is unchecked), commission statement is exported to QuickBooks® as ‘Bills’
2. I could not find the related Payroll or Bill after exporting Employee and Vendor commissions to QuickBooks®?
   For Employee commission export, ensure that ‘Employee’ check box in ‘Rep’ page of Easy-Commission is checked and corresponding QuickBooks® account name is given in ‘Accounts Payable’.
   Similarly for Vendor Commission Export, ensure that ‘Employee’ check box in ‘Rep’ page is unchecked.
3. I have made necessary changes for both Employee and Vendor in Rep page and exported commissions to QuickBooks®, but still I am unable to find related Payrolls and Bills?
   This problem may occur due to incorrect configuration settings done while connecting Easy-Commission to QuickBooks®
   ‘Allow this application to access personal data such as Social Security Numbers and customer credit card information’ check box in QB application certificate should be checked. If this is not checked export process will not work.
   To ensure whether this is checked, do the following steps in QuickBooks®.
   Step 1: Go to Edit->Preferences->Integrated Applications
   Step 2: Select Company Preferences tab
   Step 3: Select Easy-Commission application and click ‘Properties’

6. Troubleshooting