QBTrak Quick-Start Guide
Contents
1. QB Trak Quick Start Guide December 17 2015 Installing QBTrak must be installed on a computer where the QuickBooks user interface is also installed You must be able to open QuickBooks from the computer and connect to the company file We recommend installing on an accountant s PC so they can access results and handle errors but installing on a server is a fine choice as long as the QuickBooks user interface is also installed on the server If you install on a server QBTrak may use up a QuickBooks user license For details about license usage see the manual s appendix To install QBTrak simply run setup exe contained in the installation package and follow the on screen instructions Setup Open QBTrak by finding its shortcut in the start menu click on Start gt Programs gt Tigertrak gt QBTrak gt and run the QBTrak shortcut When running QBTrak for the first time a series of dialogs will ensure you connect to both the Tigerpaw database and QuickBooks register your software and enable some modules 1 Select Database A prompt to select your Tigerpaw database will be the first to display Follow the on screen dialog to connect to the server and choose which SQL database houses Tigerpaw Registration Immediately after connecting to a database the registration dialog will display Fill in the details if they are not accurate These values are linked to the Company Options in Tigerpaw so making changes here will be ref2. g works and what options are available There are many important things you should know about QBTrak included in the Appendix Glancing at the appendix could very well save you a lot of frustration later
3. lected in Tigerpaw Click Register then Close when finished Connect to Accounting Software Here s where most people get tripped up because QuickBooks is pretty strict when it comes to allowing other software access to the company file data a QuickBooks must be installed and running on the computer If you cannot open the QuickBooks company file from the computer where you are installing QBTrak then you will not be able to connect QBTrak b Open QuickBooks and log in using the accounting software s admin account You must be admin not just a user with full access or admin privileges c Most of the time it is recommended to create a QuickBooks user with full access to QuickBooks we like naming that user Tigertrak d In QBTrak click the Connect with accounting software link available under File gt Options gt General Options then browse to and select the company file You must use the same file path to connect both QuickBooks and QBTrak to the QuickBooks company file e QuickBooks will prompt you to allow QBTrak access to the company file QBTrak should be granted access to QuickBooks even when QuickBooks is not running Whats next 1 Enable some modules under File gt Options Further instruction regarding modules can be found at the beginning of Chapter 3 in the user manual Sections in Chapter 3 go on to describe in detail how the various modules work There you can learn the specifics of how somethin
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