What is the QuickBooks interface?

 

 

Please review this section carefully before committing to use this feature, to insure it will meet your needs.

 

 

The H2OS/QuickBooks Interface allows your H2OS workstations to access your QuickBooks database directly to support the following activities:

 

 

 

It's important to understand that there are 2 separate databases, H2OS and QuickBooks, and for this interface to work correctly these databases must be brought into sync and procedures followed to keep them in sync.

 

 

 

The QuickBooks Interface is an H2OS feature that makes it possible for H2OS to share your QuickBooks database, specifically for H2OS to be able to enter billing and payment transactions and to retrieve customer balances.

 

There are 2 parts to the interface: software provided by Intuit (the QuickBooks API), and programming supplied by H2OS (which uses the API to share the QuickBooks database).

 

When installed and started, your QuickBooks application will act as the server, and your H2OS workstations as clients in a client/server relationship.  Both the client (H2OS) and the server (QuickBooks) can be on the same computer, or the server can be on a different LAN connected computer.

 

The QuickBooks program itself does not need to be started and running on the server, but we see significant performance gains by having QuickBooks running (even when used only by the H2OS interface) on the server.

 

 

Objectives

 

The interface is designed to:

 

 

The interface is not designed, nor intended to replace the use of the QuickBooks program itself, but rather to extend H2OS's usefulness in your daily to day operations. For example, we have no plans to add an accounts receivable feature to H2OS as this is handled very well by QuickBooks.

 

To date, we've used the QuickBooks interface to read, create and update QuickBooks customer records from H2OS, and to save invoices, cash receipts and credit invoices from any H2OS workstation running on the same computer or using a LAN server.

 

 

Controls over the interface

 

Controls over the H2OS QuickBooks interface are available:
 

 

 

 

 

 

What the H2OS/QB interface CANNOT do, per Intuit licensing restrictions

 

 

 

 

That is, these operations must be performed using the QuickBooks program only.  

 

 

You are responsible for your data

 

It is very important that you check the results of processing, and that you properly backup your databases and related files on a regular basis.

 

 

Boundaries

 

We respect boundaries with accounting. We do not provide features that duplicate QuickBooks accounting features. We do, however, provide and share data with QuickBooks, though it's Application Programmers Interface (API), which is supplied by Intuit. If we supported some accounting operations, such as managing your customer account ledgers, we'd be duplicating effort and making your accounting system more complicated then it needs to be. We feel it's better to let QuickBooks manage your accounts, and H2OS can use the API connection to retrieve current balances and send invoices and payments to. This way all of your accounting information is in QuickBooks and your customer databases, job records, etc., are in H2OS.

 

When reviewing a customer's record, you can click a button to learn the customer's current account balance. No need to start or switch to QuickBooks to get this information.

 

This way you have the full power of QuickBooks for what it does, and H2OS for what it does, with both working together in harmony. Contrast this to an H2OS competitor who handles some of your accounting, say your customer account ledgers. How is that going to work? We say it doesn't, and it makes more sense for our customers and ourselves to simply interface with an accounting system. We chose QuickBooks because it's the most popular accounting system for small businesses.  

 

 

Getting the most out of your H2OS software

 

To properly setup and manage your H2OS + QuickBooks (as is true with *any* computer database system) requires time, effort and diligence of operators,  at first by resolving database discrepancies, and then by adjusting and helping others to adjust to the conventions of the databases to achieve the best results.  To help us further improve H2OS, you are invited to contribute to our wish-list at any time

 

 

Independent operation

 

QuickBooks is unaffected by whether H2OS is installed or used. Similarly, H2OS is unaffected by whether QuickBooks is installed or used. Both products can be used independently of each other. Of course, the objective of the interface is to permit H2OS to access and update your QuickBooks database, but it is by no means a requirement.

 

 

Disclaimer

 

We at Long Island Office Solutions are not involved in any way with creating, distributing or supporting the Microsoft .NET framework and the Intuit software components that make this interface possible. As documented in this example, adding the .NET framework is not always successful - and we cannot help you with any problems you may encounter attempting to install and use this software. Odds are good there will be no problems, but we can't guarantee results in all situations.

 

 

Notes:

 

 

1. H2OS software does not access or change anything in QuickBooks that is not described in this guide.

 

2. You should be aware of startup sequence considerations

 

3. See the QuickBooks performance topic

 

4. Intuit provides three separate installation software packages that we provide links for you to download. We also provide some screen shots of our installations.