- Download and Install Remote Connect
- QuickBooks connector requires Windows Operating System for installation (MAC OS will require running a Windows Environment on the MAC)
- Click on Reports – Financial – Financial Transactions
- Select the Receivable Query or custom query that you would like to export and click search
- Click on the Export to QuickBooks icon
- Click on the “Download Remote Connect”
- Double click and run the connector.exe file
- Configuring Router to Allow Transfer of Data between Shape and QuickBooks via the Internet
- Port Forwarding needs to be set up for Port 22080 and computers IP address
- Check to verify if port 22080 is open by using this site
- https://www.grc.com/x/ne.dll?bh0bkyd2
- Click on Proceed
- Type in 22080 and select “User Specified Custom Port Probe”
- If Port comes back “OPEN” then the connector should connect with QuickBooks
- If Port come back “STEALTH” then Port Forwarding will need to be set up on your router
- Setting Up Router
- Open routers admin console by typing in the ip address in a browser. The IP is usually either 192.168.0.1 or 192.168.1.1 ( this is determined by your internet provider)
- Enter the Admin user name and password ( this is determined by your internet provider)'
- Please Contact your Internet Provider or IT Department for this information
- Look for Port Forwarding (Enable Applications, Games & Others)
- Enter your application name (Can use either ShapeNet or QuickBooks)
- Select the port (22080) use the same port for Start and End .
- If asked to choose between TCP and UDP, select both
- Enter the IP address for your computer. If you do not know the IP address of your computer, open a command prompt and type in ipconfig
- Click on start button and type in CMD in search box.
- Save Setting
- Verify if port 22080 is now open by clicking URL above
Comments
0 comments
Please sign in to leave a comment.