FAQ ID # 6
Last Update : 2015/01/08
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Question / Issue
DataPlus 3.0 QuickBooks - Server Installation

Answer / Solution
PROGRAM: DataPlus 3.0 for QuickBooks - Server Installation
What you need prior to installation.
  1. MS SQL Server or MS SQL Express instance
    - SQL 2008 Microsoft Download
    - SQL 2005 Microsoft Download
  2. SQL Server Management Studio
  3. QuickBooks Note: DataPlus for QuickBooks 3.0 must be installed on same SQL instance that QuickBooks is installed on.
  4. SQL security permissions
What you need for installation.
  1. DataPlus for QuickBooks
  2. FILE: DataPlus-QB-Install.exe
  3. This installer will install the necessary DataPlus SQL databases
Approximant Time Table
  • 10 minutes - Documentation Review
  • 10 minutes - Approximant Time for Server Installation
  •   2 minutes - Approximant Time for Server Configuration
  • 22 minutes - Total Approximant Time for Server Installation & Configuration
Table of Contents
DataPlus 3.0 Server & Client Installation QuickBooks Remote QuickBooks Harvester Configure Automated Processes Import QuickBooks Data Configure DataPlus Configure QuickBooks Push

DataPlus 3.0 Server & Client Installation
    User Account Control
  1. The following will create a DataPlus SQL database in SQL instance
  2. Insure that proper permissions have been given in SQL
  3. Right click 'DataPlus-QB-Install.exe' and "Run as administrator"
  4. Click on Yes
    Welcome Screen
  1. The following will create a DataPlus SQL database in SQL instance
  2. Insure that proper permissions have been given in SQL
  3. Right click 'DataPlus-QB-Install.exe' and "Run as administrator"
  4. Click on Next >
    License Agreement
  1. If you agree, click on "I accept the terms in the license agreement"
  2. Click on Next >
    Choose Components
  1. Check 'Server Components'
  2. Click on Next >
    Choose Location
  1. Choose the folder in which to install DataPlus 3.0
  2. Click on Install
    Installing
    Server Credentials
    Server Settings
  1. Server Name: ServerName\Instance SQL Instance if applicable
  2. Database Name: dpQuickBooks database name
    Credential Settings
  3. User: sa
  4. Password: password
  5. Check if you want integrated security
  6. Click on Next >
    Notice of Installation
  1. Click on Yes
    Database Create
  1. Click on Yes
    Database Create Finished
  1. Click on Finish
    QuickBooks Credentials
    QuickBooks Setting
  1. Company DB: dpSAMPLEPRODUCT
    Note: QuickBooks database name

    DataPlus Server Settings

  2. Server Name: ServerName\Instance SQL Instance if applicable
  3. Database Name: Database DataPlus database name
  4. User: sa SQL or Windows user name
  5. Password: password user name password
  6. Check if you want integrated security
  7. Next >
    DataPlus Master Credentials
    QuickBooks Setting
  1. Company DB: dpSAMPLEPRODUCT
    Note: QuickBooks database name

    DataPlus Server Settings

  2. Server Name: ServerName\Instance SQL Instance if applicable
  3. Database Name: Database DataPlus database name
  4. User: sa SQL or Windows user name
  5. Password: password user name password
  6. Check if you want integrated security
  7. Next >
    Notice of Installation
  1. Click on Yes
    QuickBooks Installer Complete
  1. Click on Finish
    Installation Complete
  1. Click on Next
    Server Configuration
  1. CHECK to run Server Configuration
  2. Click on Finish
    Server Configuration
    Master Connection Settings
    Database Configuration
  1. DataPlus Server:
  2. DataPlus Database:
  3. SQL User:
  4. SQL Password:
  5. CHECK for Integrated Security
  6. Test Connection
  7. Click on OK

    Application Settings

  8. Report Path: unc Path to CR Reports
  9. Logging Options:
  10. unCHECK Log Warnings
  11. unCHECK Log Notices
  12. unCHECK Log Debugs
  13. Click on Save
  14. Click on Configure Applications >>
    Configuration
    Application Profiles
  1. Click on QB

    Application Settings
    ACT Credentials

  2. Database; ActDatabaseName click on [..] to browse to database
  3. User Name: ActUserName must be an ACT! administrator
  4. Password: ActPassword
  5. Confirm: ActPassword
  6. Test Connection
  7. Click on OK

    Database Configuration

  8. Database: dpQuickBooks DataPlus database name
  9. Server: ServerName\Instance SQL Instance if applicable
  10. SQL User: sa
  11. SQL Password: password
  12. Check if you want integrated security
  13. Test Connection
  14. Click on OK
  15. Click on Update
    Configuration
    Application Profiles
  1. Click on QBR
    Application Settings
    ACT Credentials
  2. Database; ActDatabaseName click on [..] to browse to database
  3. User Name: ActUserName must be an ACT! administrator
  4. Password: ActPassword
  5. Confirm: ActPassword
  6. Test Connection
  7. Click on OK

    Database Configuration

  8. Database: dpQuickBooks DataPlus database name
  9. Server: ServerName\Instance SQL Instance if applicable
  10. SQL User: sa
  11. SQL Password: password
  12. Check if you want integrated security
  13. Test Connection
  14. Click on OK

    Application Specific Settings

  15. Company (QuickBooks Company)
  16. Server (Where QuickBooks is installed)
  17. Click on Update
  18. Click on Close

QuickBooks Remote
    Start QuickBooks Remote
  1. Open QuickBooks Company
  2. Click on Start/All Programs/Hogan Data/dpQuickBooks/QuickBooks Remote
  3. QuickBooks Remote Started
    Open Status Window
  1. Right click dp icon on task bar
  2. Choose dp icon on task bar
  3. Click on Open Status Window
    QB Application With No Certificate
  1. Click on Yes, always; allow even if QuickBooks is not running
  2. Click on Continue...
    QB Certificate Confirm to Proceed
  1. Click on Yes
    QB Certificate Access Confirmation
  1. Click on Done
  2. Click on OK
    Connect to Company
  1. Click on Close
    Open Status Window
  1. Click on Close Window
    QB Remote Running

QuickBooks Harvester
    Start QuickBooks Harvester
  1. Click on Start/All Programs/Hogan Data/dpQuickBooks/QuickBooks Harvester
  2. QuickBooks Remote Started
    Open Status Window
  1. Right click "dp" icon on task bar and choose Open Status Window
  2. Click on Start Harvest
    Open Status Window
  1. Right click "dp" icon on task bar and choose Open Status Window
  2. Click on Window dialog box X to close Harvester

DataPlus Auto Import
    Create "Logs" folder
  1. In Windows, browse to:
    C:\Program Files\Hogan Data\DataPlus 3.0
    or
    C:\Program Files (x86)\Hogan Data\DataPlus 3.0
  2. Create Folder Logs
    Create "BAT" files
  1. Create Text document Import-QB.txt
  2. Change txt extension to bat
  3. Click Yes to allow change
    Configure DataPlus Auto Import
  1. Click on Start/All Programs/Hogan Data/DataPlus 3.0/DataPlus 3.0 Server Configuration
  2. Click on Configure Applications >>
    Master Connection Settings
    Application Profile
  1. Click QB

    ACT Import Settings

  2. Click on "Import Options:" [ ... ]
    Import Options
    General Options
  1. Check Disable Database Locking
  2. UnCheck Limited Notices
  3. UnCheck Ignore Warnings
  4. UnCheck Skip Date Check
  5. UnCheck Exclude Sample Data
  6. Click on 2 to change Server Timeout (minutes) if more time is needed to perform SQL connection

    Entity Options

  7. UnCheck Disable creation of ACT! Contacts
  8. UnCheck Disable creation of ACT! Companies
  9. UnCheck Only import Primary Contacts
  10. UnCheck Create fields Only

    Advanced Options

  11. Check Limited Access if you are using Limited Access in your ACT! database
  12. Type User/Team in open dialog box for entities to have access to imported contacts

    Import Selection

  13. UnCheck Only Run Selected Items

  14. Click Okay
    DataPlus Configuration Manager
    Application Profiles
  1. Click Update
  2. Right click on QB
  3. Click on Generate Sample Import Command
    Sample Command Line
  1. Logs entire line details (We recommend "Verbose Logging")
    Verbose Logging
  2. Click on Copy
  3. Click on Close

    Or

    Limited Logging

  4. Log summary details
  5. Click on Copy
  6. Click on Close
    Edit Import-QB.bat
  1. In Windows, browse to:
    C:\Program Files\Hogan Data\DataPlus 3.0
    or
    C:\Program Files (x86)\Hogan Data\DataPlus 3.0
  2. Right click on Import-QB.bat
  3. Click Edit
  4. Right click Paste

    IMPORTANT

  5. Change DataPlus-Import-Console.exe path to FULL PATH within Quotes(")
    "C:\Program Files\Hogan Data\DataPlus 3.0\DataPlus-Import-Console.exe"
  6. Change Logs path to FULL PATH within Quotes(")
    "C:\Program Files\Hogan Data\DataPlus 3.0\Logs\QB.log"
  7. Save file File/Save
  8. Open Microsoft Scheduler and schedule time to execute the "Import-QB.bat" file.

Auto QuickBooks Harvester
    Schedule Harvester Console
    Full Import
  1. Open Microsoft Scheduler and schedule time to execute the "dpQuickBooks-Harvester-Console.exe" file.

    Update Import

  2. In Windows, browse to:
    C:\Program Files\Hogan Data\DataPlus 3.0
    or
    C:\Program Files (x86)\Hogan Data\DataPlus 3.0
  3. Right click dpQuickBooks-Harvester-Console.exe Create shortcut
  4. Change name to dpQuickBooks-Harvester-ConsoleUpdate.exe
  5. Right click dpQuickBooks-Harvester-ConsoleUpdate.exe Properties
  6. Add space and /u at the end of "Target"
  7. Open Microsoft Scheduler and schedule time to execute the "dpQuickBooks-Harvester-ConsoleUpdate.exe" file.

Import QuickBooks Employees Only
    Manual Import Settings
  1. Open ACT
  2. Click on Menu Tools/DataPlus 3.0 Manual Import

    Application Profile

  3. Click on Tab QB
  4. Click on [..] to configure settings
    Manual Import Settings
    Import Options
  1. Uncheck Limited Access if you earlier chose to use Limited Access
  2. Check Only Run Selected Items
  3. Check QB Employee Update
  4. Click Okay
    Manual Import Settings
    Import Options
  1. Click Import Selected
    Manual Import Settings
    DataPlus Import
  1. Click Import Selected
  2. Click Close
    Create ACT! Users
  1. Click on Menu Tools Manage Users
  2. Click Create New User
    Create ACT! Users
  1. Click Create User from Contact
    Create ACT! Users
  1. Click Choose Contact
    Create ACT! Users
  1. Enter user information
  2. Choose Security Role
  3. Choose Finish
    Create ACT! Users
  1. Repeat the process for each ACT! user
  2. Click Close

Configure DataPlus
    DataPlus Configuration
  1. Open ACT
  2. Click on Menu Tools/DataPlus 3.0 Manage Permissions
    Permission Manager
  3. Click on QuickBooks

    View Permissions

  4. Double click Administrator header
  5. Double click Manager header
  6. Check View name under Standard
  7. Check View name under Restricted
  8. Check View name under Browse
    Note: Each checked view will enable ACT! user to view the menu item in DataPlus tab.
  9. Click on Tab Misc Permissions
    DataPlus Configuration
    Permission Manager

    Misc Permissions

  1. Check appropriate column for each ACT! User
  2. Export (export to excel)
  3. Report (Crystal Report)
  4. Manage (Ignore, leave unchecked)
  5. QuickBooks Push (Push ACT! contact to QuickBooks)
  6. QuickBooks Invoice Push (Create invoice in QuickBooks)
  7. View (view menu items in DataPlus tab)
  8. Click on Tab Misc Permissions
    DataPlus Configuration
    Permission Manager

    Sales Representatives

  1. Check appropriate column for each ACT! User Note: This allows users to view menu items where User Name = QuickBooks Sales Representative
  2. Click Save
  3. Click OK
  4. Click Close
  5. Click Yes
  6. Click OK

Configure Quickbooks Push
    dpQuickBooks Configuration
  1. Open ACT
  2. Click on Menu Tools/dpQuickBooks Configure Quickbooks Push
    Configuration List
  3. Click on Add New
    dpQuickBooks Configuration
    Configuration List
  1. Click on New Configuration 1
    Selected Configuration
  2. Click on New Configuration 1
  3. Change text from New Configuration 1 to Contact Mapping
    dpQuickBooks Configuration
    Invoice Mapping
  1. Click Mapping Type ACT! Opportunity
    dpQuickBooks Configuration
    Integration Options
  1. Click Tab Integration Options
    dpQuickBooks Configuration
    Integration Options
  1. Check Use This Configuration For Contact Push

    Identifier Configuration

  2. Customer Field Customer Number
  3. Employee Field Employee Number
  4. Vendor Field Vendor Number
  5. Invoice Field Invoice Reference
  6. Click Save
  7. Click OK
  8. Click Close
  9. Click Yes
  10. Click OK

Installation, configuration, and connection to your QuickBooks application is complete.


Related FAQs
DataPlus 3.0 QuickBooks - Client Installation
DataPlus SQL Security

Direct Link to This FAQ
http://kb.hogandata.com/?f=6

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