To be able to start working with the Addon, make sure the QuickBook Accounting system is running on your PC and you have permission to access to the company data file.
In other cases, on the connecting page of the QuickBook Addon you can see the following objection:
To avoid this message, please run the Store Manager and the QuickBook Accounting Software in the administrative mode (use the right-mouse clicking to call the menu with the necessary options):
You will be taken to the page where you should get an access to connect to the QuickBooks Company File.
The upper fields related to the connecting details. Take into account next aspects (conditions):
There are some specifics during connecting:
In case you created your own Company File at the QuickBooks, use the first variant from the proposed ones on the current page. It will work if such file has already authorized at the computer.
To avoid this you should choose the following variant in the message, which appears after pressing the option to start the session:
Then, the further attempts of connecting to the same company file in QuickBooks can be performed without launching the QuickBooks software itself through the second condition:
‘Begin Session’ button connects the QuickBooks with the Store Manager via addon and starts the chosen action.
Once the preparation is completed you can proceed.
Export Products to QuickBooks action
Indicate your further actions by choosing the appropriate operation on the addon’s Welcome page:

After pressing the corresponding operation you will be taken to the Export Preview Data page - current page allows to see which data will be transferred to the QuickBooks.
Each column has its own filter settings, which allows you to display the data in the required order.
Click on the column’s heading to expand the check-boxes with the possible filter positions and select as many variants as you want to see in the filtered results :
Take a note, the selected filters will affect result data to export!
Click on the option to move ahead.
Import/Export Options Step
Current page helps to connect to your QuickBooks account and upload the settings which have been saved during the previous operations in the addon.
Export options may affect the results. Please, read and check your selection carefully.
Also
note that you may need to allow access from QuickBooks integration plug-in to QuickBooks. Please, check if Quick Books asks any confirmation
(it will pop up automatically if it's needed) and proceed.
The ‘Import/Export Options’ page will be modified after the successful connection and you can see the following process options:
- Use an identifier for product descriptions transferring from the proposed list:
- Accounts
- specify account that will be assigned to the items. If Accounts list is
empty, click "Get Accounts" button to retrieve existing accounts from
QuickBooks (as in the illustration represented above).
Select the appropriate direction for each of the proposed accounts:
Map Custom Fields step
Allows you to map products custom fields from your Store to appropriate items custom fields from QuickBooks.
If items in your QuickBooks have custom fields and you would like to fill them during the export, please, check this option at the top of the window. Otherwise just click "Next" button.
Map Products step
Serves for mapping products from your Store to the appropriate items from QuickBooks either automatically or manually.

- In order to refresh/get items list from QuickBooks, use "Fill Items List" button.
- In order to map the same products automatically, use "Auto Fill" button.
- "Clear mapping" button allows you to clear mapping for selected items.
- In order to show items description, enable corresponding check-box.
In order to map products manually, simply click on any store product field and select one from the drop-down.
Attention! Export
process will start, when you press "Export" button! Proceed only if all
options are set correctly, otherwise press "Back" Button and check all
once more!
On the last step you can see detailed export log - the list of
created/modified items, exported product list and errors if there are any.
7. After that you can check the result in QuickBooks