QuickBooks

Connect QuickBooks Desktop to Agiliron Using the Agiliron Sync Application

QuickBooks Desktop editions (Pro, Premier, Enterprise) on Windows can integrate with Agiliron through the Agiliron QuickBooks Desktop Sync Application. This Windows application needs to be installed on your Windows machine where you run QuickBooks. Agiliron is an all-in-one multichannel ecommerce solution purpose-built to help you sell in more places while managing your entire operation in one place. The sync application communicates with the Agiliron server on one hand and your QuickBooks Company file on the other to enable integration between the platforms.

Install the Agiliron Sync Application on Windows

Install the Agiliron Sync Application on Windows

Agiliron serves as your centralized platform for multichannel ecommerce operations. To integrate with QuickBooks Desktop, you need to install the Agiliron QuickBooks Desktop Sync Application on the same Windows computer that runs QuickBooks Desktop. The application requires Windows 10 and QuickBooks Desktop 2015 and higher editions.

Installation involves downloading and installing the MS Visual Basic Power Pack Package, then downloading the Agiliron Sync Application Package and extracting the files to a temporary directory. You run the setup.exe file and follow the installation steps to complete the application installation. The application must be installed on the same Windows computer where you run QuickBooks Desktop.

Key Features quickbook

Key Features

The Agiliron QuickBooks Desktop Sync Application enables integration between your QuickBooks Desktop Company file and your Agiliron instance. The application works with QuickBooks Desktop Pro, Premier, and Enterprise editions on Windows from 2015 and higher versions.

The sync application connects to your Agiliron instance using your instance name and security token. It includes connection testing to verify that the application can communicate with your Agiliron server. Once connected, the application syncs QuickBooks Company File lists information to Agiliron, including Company Information, Chart of Accounts, Item List, Payment Method List, Shipping Method List, Sales Tax Authorities, and Sales Tax Categories.

How It Works

How It Works

QuickBooks Desktop integration operates through the Agiliron QuickBooks Desktop Sync Application installed on your Windows computer. The application requires an Agiliron Business Instance and User Account to establish the connection.

Setup involves entering your Agiliron instance name and security token from your Agiliron account into the sync application. The application includes a "Test Connection" button to verify the connection parameters. Once connected successfully, you can save the settings for future connections. The application then allows you to sync QuickBooks Lists to Agiliron through the "Sync QuickBooks Lists to Agiliron" tab by clicking the "Sync to Agiliron" button.

Why Agiliron + QuickBooks Desktop?

Why Agiliron + QuickBooks Desktop?

QuickBooks Desktop provides accounting software functionality for Pro, Premier, and Enterprise users on Windows. The Agiliron sync application enables connection between your QuickBooks Desktop Company file and your multichannel ecommerce operations in Agiliron.

The integration allows QuickBooks Company File lists information to be synced to Agiliron. The sync application handles the technical connection between the platforms, communicating with both the Agiliron server and your QuickBooks Company file to facilitate data transfer.

Get Started with QuickBooks Desktop Integration

Get Started with QuickBooks Desktop Integration

Ready to connect QuickBooks Desktop with Agiliron? The integration requires installing the Agiliron QuickBooks Desktop Sync Application on your Windows computer and setting up the connection with your Agiliron instance. You'll need an Agiliron Business Instance and User Account to complete the setup.

Contact the Agiliron team to learn more about setting up the QuickBooks Desktop integration or sign up for a 30-day Agiliron trial to begin the integration process.

Inventory Management Detailed Features

Key Features

  • Single Database of products Upload the pictures, inventory, descriptions only once
  • Price Books For customers, channels or any other segmentation of your products
  • Channel Management Enable definition and configuration of all sales channels
  • Transactions Captured in real time from all channels – Orders, Customers
  • Fulfillment Facilitates the picking, packing and shipping processes
  • Accounting Integrates with QuickBooks
  • Purchasing Manages the business supply chain
  • Bin locations
  • Hierarchical Product Categories
  • Multiple Categories Per Product
  • Custom Attributes
  • Unlimited Images per Product
  • Sales Information or Descriptions
  • Stock Item Quantity
  • Multi-Stock Location Support
  • Quantity on Order - Sales, Purchases
  • Matrix Items - Style SKUs
  • Serialized Inventory
  • Lot Tracked Inventory
  • Assemblies
  • Proxy Inventory
  • Kit Inventory
  • Drop-ship Inventory
  • Product bulk edits
  • Product bulk transfers
  • Manage different pricing models for the same product
  • Product Customizations (e.g. Gift Wrapping options, Engraving Text or Gift Wrapping message)
  • Product Substitutes
  • Service Products
  • Multi-Channel Inventory Tracking & Auto-sync
  • Scan on receipt
  • Scan to pack slip
  • Multi-location inventory support
  • Order management
  • Bulk pack slip creation
  • Shipping label generation
  • Reorder wizard Replenish depleted inventory through transfers

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Frequently Asked Questions (FAQs)

The integration works with QuickBooks Desktop Pro, Premier, and Enterprise editions on Windows from 2015 and higher versions.

You need to install the MS Visual Basic Power Pack Package and the Agiliron QuickBooks Desktop Sync Application on your Windows computer.

The sync includes Company Information, Chart of Accounts, Item List, Payment Method List, Shipping Method List, Sales Tax Authorities, and Sales Tax Categories.

You enter your Agiliron instance name and security token from your Agiliron account, then use the "Test Connection" button to verify the setup.

You need Windows 10, QuickBooks Desktop 2015 or higher, admin access to QuickBooks in single user mode, and an Agiliron Business Instance.

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