Microsoft Access Pros QuickBooks Link Developer's Guide Demonstration Application

The QuickBooks Link Demo application uses Microsoft's Northwind Traders database to demonstrate pushing Customers, Vendors, Invoices, Payments, Sales Receipts, Vendors, Purchase Orders, and Bills into QuickBooks. The application serves two purposes:
  1. Let users see the process in action and verify that they can get everything setup and working.
  2. Provide model code for users to alter for their unique situations and their own data. Developers can link their own tables, setup their own queries, and alter the sample code to meet their specific needs. Or, developers can incorporate similar code into their existing applications.
Getting Started:
 
  • Download all the components from the Downloads page and place them in a folder of your choosing.
  • Install QBFC (the QuickBooks Foundation Class library)
  • Register QuickBooks Link. See Registration
  • Open the CustomerDemo.accdb file. You may need to Compile the application.
  • Setup the location of the QuickBooks Company file using the Setup button.
  • Open the QuickBooks Company file in QuickBooks. If you are using a version of QuickBooks prior to Quickbooks 2015, you will need to create your own company file and modify it as follows:
    • Add an Item to the Item List as a non-inventory part named ‘Product’.
    • Add an Item to the Item List as a service named ‘Shipping’.
    • Add a Template for Sales Receipts titled ‘Retail Sales Receipt’.
    • If using Classes, on the QuickBooks menu, under Edit -> Preferences -> Accounting -> Company Preferences, check the Use class tracking for transactions checkbox.
    • If pushing Purchase Orders, on the QuickBooks menu, under Edit -> Preferences -> Items & Inventory -> Company Preferences, check the Inventory and Purchase Orders are Active checkbox.
  • The first time the application interfaces with QuickBooks, the user will be prompted by QuickBooks to allow access. Choose "yes, always; allow access even if QuickBooks is not running" or "Yes, whenever the Quickbooks company file is open" if you prefer.
  • Push the selected objects to QuickBooks. QuickBooks will require your permission to allow making changes.
  • If desired, link your own tables to the demo application, update the queries and/or code, and experiment with your own data. You can see the definitions for all the available Functions and Classes.
QuickBooks Demo Push form
QuickBooks Security form