[QODBC Desktop] - How to use QODBC with Avanquest Bookkeeper using Bookkeeper QuickBooks Integrator.

Problem Description:

I would like to use the new QuickBooks integrator module from Bookkeeper to allow me to import data directly into Bookkeeper.

Solution:

1. Create a New Company in Bookkeeper

• Launch Bookkeeper and create a new company (this will be the target for the QuickBooks data).

• Choose the standard setup.

• Enter basic company info (it will be overwritten during import).

• Set:

  • Accounting method (irrelevant, will be replaced).

  • Next fiscal year end.

  • Advanced Payroll (ensure this is selected).

• Set a password.

• Select “Import from QuickBooks” and click Import.

 Please ensure you have downloaded and installed the "QuickBooks Integrator tool"

2. Prepare the Bookkeeper Database for Integration

• Click “Prepare Integration” in Bookkeeper.

• Ensure you have taken a backup of your Bookkeeper database.

• Bookkeeper will copy the integration tool to the Integration folder and will shut down the Bookkeeper application.

• This will copy the database to a staging area for the integrator module.

3. Open QuickBooks

• Start QuickBooks and log in to the QuickBooks company file as QuickBooks user "Admin".

• Important: Do not run QuickBooks as an administrator.

   

4. Open the QuickBooks Integrator Module

• Double-click on the QuickBooks Integration tool from the Desktop

• Important: Do not run QuickBooks as an administrator.

• Click the "Connect" button.

• When prompted by QuickBooks, allow access and confirm the connection.

• You should see the QuickBooks company name.

5. Connect to Bookkeeper

• Click “Connect” in the Integrator to connect to the Bookkeeper company you created.

• Select the correct company from the dropdown list if needed.

• Select the Bookkeeper company from the list.

6. Configure Import Options

• Optionally select a start date to limit historical data.

• By default, company info, bank accounts, and chart of accounts are imported.

• Choose whether to import:

  • Transactions

  • Lists (customers, vendors, etc.)

• Click “Start” to begin the import.

   

7. Monitor the Import Process

• The integrator will show status messages and record counts.

• Large datasets may take hours, depending on size.

• Let the process complete fully.

8. Finish Integration in Bookkeeper

• After completion, close the integrator module.

• Launch Bookkeeper from the desktop. Right click on the Bookkeeper shortcut icon and click Run as Administrator.

• Go to File > Import > Complete Integration.

• This copies the staged database back into Bookkeeper.

• This copies the staged database back into Bookkeeper.

• The Bookkeeper application will restart.

9. View Imported QuickBooks Data

• Reopen Bookkeeper (Run as Administrator).

• Log in with your set password.

• You’ll now see all your QuickBooks data:

  
  

  • Bank accounts

  • Customers

  • Vendors

  • Transactions

 Important Tips

• Don’t run QuickBooks or the Integrator as Administrator.

• Run Bookkeeper as Administrator only during the final import step.

• Be selective with data to import to save time and avoid performance issues.