4.4. Admin UI Usage

After successful installation, there should be a "Quickbooks" menu item under the "Admin" category. From there, you can "generate IIF files", download them, and perform other Quickbooks-related tasks.

Make orders directory

Create the directory orders in your Catalog Directory if it doesn't already exist. (It may be a symbolic link to another location.) It must have write permission on it.
cd /var/lib/interchange/foundation mkdir orders
If you are doing this as root, also do:
chown interch orders
This directory is used to store the QuickBooks IIF files produced for orders. The files are created with the form:
qbYYYYMMDD.iif
Each day will have a file, and when a day is complete you should download the orders. (There are other schemes possible.)

Copy pages

You will want the Interchange UI support if you are using the UI. It provides links for importing/exporting items, downloading and viewing IIF files, and possibly other functions over time. At the UNIX command line:
cd /usr/lib/interchange/ cp -r extensions/quickbooks/pages/admin/quickbooks \ /var/lib/interchange/foundation/pages

Copy report generation file etc/trans_quickbooks

This file is used to generate the IIF file(s) for transaction import into QuickBooks.
cd /usr/lib/interchange/ cp extensions/quickbooks/etc/trans_quickbooks \ /var/lib/interchange/foundation/etc

Copy usertags

If you want to use the UI item import/export, two usertags are required. The easiest thing is just to copy them to the Interchange software directory subdirectory lib/UI/usertag, which is #included as a part of the UI configuration file.
cd /usr/lib/interchange cp -i extensions/quickbooks/usertag/* lib/UI/usertag