Import QuickBooks List Data into ERPlite
List	Add New Data into ERPlite	Modify Existing Data in ERPlite	Comments
Sales Tax Items	Yes, this includes sales tax item name and rate.	Yes, based on TaxItemName, e.g. ‘Out of State’, all fields are synchronized.	Synchronizing sales tax items ensures the same computed sales tax in ERPlite and QB transactions.
Accounts	Yes, this includes account name, account type, and account ref. number	Yes, based on AccID, e.g. ‘1200 - Accounts Receivable’, all fields are synchronized.	Synchronize to ensure using the same Chart of Accounts for ERPlite and QB transactions.
Items	Yes, this includes item name, unit price, corresponding accounts, and item types.   Inventory item, non-inventory item, and service item in QuickBooks will be transferred.	Yes, based on ItemNumber e.g. ‘PRD1000’,  Name and all corresponding accounts, and type of items are synchronized.
Customers	Yes, this includes customer name, customer’s bill-to address, customer’s ship-to address, phone number, fax number, and email	Yes, based on Customer Name, e.g. ‘THE TIN MAN’, all fields are synchronized.
Employees	Yes, this includes employee’s name, phone number, and email.	Yes, based on EmployeeName, e.g. ‘Dorothy Gayle’, all fields are synchronized.
Vendors	Yes, this includes supplier name, contact, address, phone number, and fax number.	Yes, based on Supplier Name, e.g. ‘FutureElectronics’, all fields are synchronized.

Import QuickBooks Transaction Data into ERPlite
Transaction	Add New Data into ERPlite	Modify Existing Data in ERPlite	Comments
Inventory Count	No	Yes, updates physical count value of existing items in ERPlite only.	This tool will most likely be used only the first time ERPlite is synchronized with QB.
Purchase Orders	Yes	No	Available Soon. Once a PO is transferred to ERPlite from QB, receipts MUST be done in ERPlite to ensure accurate inventory counts in Quickbooks and ERPlite(ie ERPlite is not aware of receipts in Quickbooks). The QB PO Number is passed to QB with the Bill to facilitate closing of PO’s.
Estimates	Yes	No	Available Soon
Sales Orders	Yes	No	Available Soon.  Once a SO is transferred to ERPlite from QB , shipments MUST be done in ERPlite to ensure accurate inventory counts in Quickbooks and ERPlite(ie ERPlite is not aware of invoices done only in Quickbooks.)  The QB SO number is passed via the Invoice to QB to facilitate closing SO’s.
Sales Receipts	Yes	No	Available soon. The Sales Receipt is imported as a Sales Order. A Work Order can be created from the SO. The finished goods can be shipped to the Customer.  An invoice cannot be transferred to QB. Inventory adjustments are made in QB with the Inventory Adjust button on the QB Data Dashboard in ERPlite.

Export ERPlite List Data to QuickBooks
List	Add New Data into QuickBooks	Modify Existing Data in QuickBooks	Comments
Items	Yes, this includes item name, item description, unit price, corresponding accounts, and item types.  Inventory item, non-inventory item, and service item in QuickBooks will be transferred.	No
Customers	Yes, this includes customer name, customer’s bill-to address, customer’s ship-to address, phone number, fax number, and email	No
Vendors	Yes, this includes supplier name, contact, address, phone number, and fax number.	No

Export ERPlite Transaction Data to QuickBooks
Transaction	Add New Data into QB	Modify QB	Comments
Invoices	Yes, this transfers invoices for shipped items (from Sales Orders).	No	Before doing invoice transfer, all corresponding items and customer data must be already transferred to QuickBooks. A corresponding account receivable account must be chosen @ Sales Order time.  The default is set as “1200 - Accounts Receivable” An option “To be printed” is allowed to be selected on Invoice Transferring Screen. An indicator, such as “SO1231 @ 04/12/2002 2:46:54 PM”, on Memo fields on Invoice in QuickBooks shows an invoice is created by ERPlite.
Purchase Orders	Yes, this transfers Purchase Orders	No	Available Soon
Sales Orders	Yes, this transfers sales orders	No	Available Soon
Bills (Inventory Items) – for ERPlite Basic	Yes, this transfers a Bill  for received items on Inventory PO in ERPlite	No	Before doing Bill transfer, all corresponding items and suppliers must be already transferred to QuickBooks. An indicator, such as “SO1231 @ 04/12/2002 2:46:54 PM”, on Memo fields on Invoice in QuickBooks shows an invoice is created by ERPlite.
Bills (expense) – for ERPlite Basic	Yes, this transfers a Bill for received items on expense PO in ERPlite	No	Before doing Bill transfer, all corresponding items and suppliers must be already transferred to QuickBooks. A corresponding expense account must be chosen @ Purchase Order time.  The default is set as “6999 - Uncategorized Expenses” An indicator, such as “PO7158 @ 28/11/2002 10:44:17 AM”, on Memo fields on Bill in QuickBooks shows a bill is created by ERPlite.
Bills – for ERPlite Pro	Yes, this transfers bills for received items on all purchase orders	No	Before doing Bill transfer, all corresponding items and suppliers must be already transferred to QuickBooks. A corresponding GL account is displayed @ Purchase Order time.  The GL account is not allowed to change unless you have QuickBooks 2003. An indicator, such as “PO7158 @ 28/11/2002 10:44:17 AM”, on Memo fields on Bill in QuickBooks shows a bill is created by ERPlite.
Inventory Adjustment	Yes, this modifies inventory counts in Quickbooks	Yes	Before doing Bill transfer, all corresponding items must be already transferred to QuickBooks. Select an account on inventory adjustment screen, and the account could be income type or expense type.
Work Orders/Inventory Transfers	No	No	The inventory changes resulting from Work Orders and Inventory Transfers are passed to Quickbooks via the Inventory Adjustment button described above.

Error Messages
Messages	Comments
QuickBooks is not installed in the workstation.	Two potential reasons: 1) You don’t have QuickBooks installed in the workstation. 2) If your QuickBooks is running with the company file, it is possible your QuickBooks is not up-to-date.  Go to QuickBooks, click “Ctrl” + 1.  If it is said Release R1P on the very first line, you have to upgrade the latest service pack from QuickBooks in order to use the live links.
You must have QuickBooks running with the company file open to use this program	You must have QuickBooks running and your company file open on the same workstation as ERPlite running in order to use the QuickBooks Live Link functions.
Your QuickBooks is running, but your company file is not open.	You must have QuickBooks running and your company file open on the same workstation as ERPlite running in order to use the QuickBooks Live Link functions.

 Double click on the hyperlink to view the response file from Quickbooks. If Quickbooks rejected the transfer of any data, the

response file will contain an error message that will help you fix the data .

This screen displays the version of QuickBooks connected.