In order to export invoices from ePrint to QuickBooks Desktop version you will need the assistance of one of our support team.
We will require access to the computer where QuickBooks is installed, this must be on a PC (not on a Mac).
Using a tool called Team Viewer, we will schedule a convenient time to complete the configuration process. We do not require an individual to be available during this process, however you will need to ensure QuickBooks is left logged in during the setup process, by doing so we will not require any login details or passwords.
Why Team Viewer?
The Team Viewer software allows us to remotely access the computer and control it for the purposes of installation and configuring ePrint and QuickBooks for the export exchange.
Team Viewer is only required for the initial configuration and the free version for personal use is sufficient for this purpose.
It can be downloaded using the link https://www.teamviewer.com/en/credentials/free-for-personal-use/
The Process
1. Install Team Viewer on the PC where QuickBooks is also installed.
Note: This step can be done anytime as long it is before step 4.
2. Send an email to support@hexicomsoftware.com and advise that you require assistance in configuring QuickBooks Desktop version. In this email please advise that you have already installed Team Viewer.
3. We will then organise a convenient time to complete the configuration process. Retain this email as you will use it later.
4. On the scheduled day, and prior to the nominated time, Open Team Viewer, take note of Your ID and the Password
(this is unique to the session)
5. Reply to the email in step 3, and advise the following login details;
Team Viewer Details | The Meeting ID The Meeting Password |
Quick Books Details | Ensure the QuickBooks account has been logged into (otherwise we would require the username and password) |
From he PC that has Quick Books Installed | PC Username PC Password |
6. An import tool will be installed on the computer, this will ensure the correct data and fields are sent to QuickBooks.
If the Team Viewer connection is lost during the configuration process, we will need to contact a representative from your company and commence another team viewer session to complete the process.
If you have any further questions, please contact Support.