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

1. DataPlus for QuickBooks
2. FILE: DataPlus-QB-Install.exe
3. This installer will install the necessary DataPlus SQL databases

• 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

DataPlus 3.0 Server & Client Installation

User Account Control The following will create a DataPlus SQL database in SQL instance Insure that proper permissions have been given in SQL Right click 'DataPlus-QB-Install.exe' and "Run as administrator" Click on Yes
Welcome Screen The following will create a DataPlus SQL database in SQL instance Insure that proper permissions have been given in SQL Right click 'DataPlus-QB-Install.exe' and "Run as administrator" Click on Next >
License Agreement If you agree, click on "I accept the terms in the license agreement" Click on Next >
Choose Components Check 'Server Components' Click on Next >
Choose Location Choose the folder in which to install DataPlus 3.0 Click on Install
Installing
Server Credentials Server Settings Server Name: ServerName\Instance SQL Instance if applicable Database Name: dpQuickBooks database name Credential Settings User: sa Password: password Check if you want integrated security Click on Next >
Notice of Installation Click on Yes
Database Create Click on Yes
Database Create Finished Click on Finish
QuickBooks Credentials QuickBooks Setting Company DB: dpSAMPLEPRODUCT Note: QuickBooks database name DataPlus Server Settings Server Name: ServerName\Instance SQL Instance if applicable Database Name: Database DataPlus database name User: sa SQL or Windows user name Password: password user name password Check if you want integrated security Next >
DataPlus Master Credentials QuickBooks Setting Company DB: dpSAMPLEPRODUCT Note: QuickBooks database name DataPlus Server Settings Server Name: ServerName\Instance SQL Instance if applicable Database Name: Database DataPlus database name User: sa SQL or Windows user name Password: password user name password Check if you want integrated security Next >
Notice of Installation Click on Yes
QuickBooks Installer Complete Click on Finish
Installation Complete Click on Next
Server Configuration CHECK to run Server Configuration Click on Finish
Server Configuration Master Connection Settings Database Configuration DataPlus Server: DataPlus Database: SQL User: SQL Password: CHECK for Integrated Security Test Connection Click on OK Application Settings Report Path: unc Path to CR Reports Logging Options: unCHECK Log Warnings unCHECK Log Notices unCHECK Log Debugs Click on Save Click on Configure Applications >>
Configuration Application Profiles Click on QB Application Settings ACT Credentials Database; ActDatabaseName click on [..] to browse to database User Name: ActUserName must be an ACT! administrator Password: ActPassword Confirm: ActPassword Test Connection Click on OK Database Configuration Database: dpQuickBooks DataPlus database name Server: ServerName\Instance SQL Instance if applicable SQL User: sa SQL Password: password Check if you want integrated security Test Connection Click on OK Click on Update
Configuration Application Profiles Click on QBR Application Settings ACT Credentials Database; ActDatabaseName click on [..] to browse to database User Name: ActUserName must be an ACT! administrator Password: ActPassword Confirm: ActPassword Test Connection Click on OK Database Configuration Database: dpQuickBooks DataPlus database name Server: ServerName\Instance SQL Instance if applicable SQL User: sa SQL Password: password Check if you want integrated security Test Connection Click on OK Application Specific Settings Company (QuickBooks Company) Server (Where QuickBooks is installed) Click on Update Click on Close

QuickBooks Remote

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

QuickBooks Harvester

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

DataPlus Auto Import

Create "Logs" folder In Windows, browse to: C:\Program Files\Hogan Data\DataPlus 3.0 or C:\Program Files (x86)\Hogan Data\DataPlus 3.0 Create Folder Logs
Create "BAT" files Create Text document Import-QB.txt Change txt extension to bat Click Yes to allow change
Configure DataPlus Auto Import Click on Start/All Programs/Hogan Data/DataPlus 3.0/DataPlus 3.0 Server Configuration Click on Configure Applications >>
Master Connection Settings Application Profile Click QB ACT Import Settings Click on "Import Options:" [ ... ]
Import Options General Options Check Disable Database Locking UnCheck Limited Notices UnCheck Ignore Warnings UnCheck Skip Date Check UnCheck Exclude Sample Data Click on 2 to change Server Timeout (minutes) if more time is needed to perform SQL connection Entity Options UnCheck Disable creation of ACT! Contacts UnCheck Disable creation of ACT! Companies UnCheck Only import Primary Contacts UnCheck Create fields Only Advanced Options Check Limited Access if you are using Limited Access in your ACT! database Type User/Team in open dialog box for entities to have access to imported contacts Import Selection UnCheck Only Run Selected Items Click Okay
DataPlus Configuration Manager Application Profiles Click Update Right click on QB Click on Generate Sample Import Command
Sample Command Line Logs entire line details (We recommend "Verbose Logging") Verbose Logging Click on Copy Click on Close Or Limited Logging Log summary details Click on Copy Click on Close
Edit Import-QB.bat In Windows, browse to: C:\Program Files\Hogan Data\DataPlus 3.0 or C:\Program Files (x86)\Hogan Data\DataPlus 3.0 Right click on Import-QB.bat Click Edit Right click Paste IMPORTANT Change DataPlus-Import-Console.exe path to FULL PATH within Quotes(") "C:\Program Files\Hogan Data\DataPlus 3.0\DataPlus-Import-Console.exe" Change Logs path to FULL PATH within Quotes(") "C:\Program Files\Hogan Data\DataPlus 3.0\Logs\QB.log" Save file File/Save Open Microsoft Scheduler and schedule time to execute the "Import-QB.bat" file.

Auto QuickBooks Harvester

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

Import QuickBooks Employees Only

Manual Import Settings Open ACT Click on Menu Tools/DataPlus 3.0 Manual Import Application Profile Click on Tab QB Click on [..] to configure settings
Manual Import Settings Import Options Uncheck Limited Access if you earlier chose to use Limited Access Check Only Run Selected Items Check QB Employee Update Click Okay
Manual Import Settings Import Options Click Import Selected
Manual Import Settings DataPlus Import Click Import Selected Click Close
Create ACT! Users Click on Menu Tools Manage Users Click Create New User
Create ACT! Users Click Create User from Contact
Create ACT! Users Click Choose Contact
Create ACT! Users Enter user information Choose Security Role Choose Finish
Create ACT! Users Repeat the process for each ACT! user Click Close

Configure DataPlus

DataPlus Configuration Open ACT Click on Menu Tools/DataPlus 3.0 Manage Permissions Permission Manager Click on QuickBooks View Permissions Double click Administrator header Double click Manager header Check View name under Standard Check View name under Restricted Check View name under Browse Note: Each checked view will enable ACT! user to view the menu item in DataPlus tab. Click on Tab Misc Permissions
DataPlus Configuration Permission Manager Misc Permissions Check appropriate column for each ACT! User Export (export to excel) Report (Crystal Report) Manage (Ignore, leave unchecked) QuickBooks Push (Push ACT! contact to QuickBooks) QuickBooks Invoice Push (Create invoice in QuickBooks) View (view menu items in DataPlus tab) Click on Tab Misc Permissions
DataPlus Configuration Permission Manager Sales Representatives Check appropriate column for each ACT! User Note: This allows users to view menu items where User Name = QuickBooks Sales Representative Click Save Click OK Click Close Click Yes Click OK

Configure Quickbooks Push

dpQuickBooks Configuration Open ACT Click on Menu Tools/dpQuickBooks Configure Quickbooks Push Configuration List Click on Add New
dpQuickBooks Configuration Configuration List Click on New Configuration 1 Selected Configuration Click on New Configuration 1 Change text from New Configuration 1 to Contact Mapping
dpQuickBooks Configuration Invoice Mapping Click Mapping Type ACT! Opportunity
dpQuickBooks Configuration Integration Options Click Tab Integration Options
dpQuickBooks Configuration Integration Options Check Use This Configuration For Contact Push Identifier Configuration Customer Field Customer Number Employee Field Employee Number Vendor Field Vendor Number Invoice Field Invoice Reference Click Save Click OK Click Close Click Yes Click OK

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