Integrating QuickBooks with At Your Service

Open Your Company File

Begin by launching both AYS and QuickBooks.  Open both your company database in AYS and your company file in QuickBooks.

In the AYS Menu, click on “Export – To Quickbooks – Export Options”.  The QuickBooks Options form will open and give you step-by-step instructions in configuring integration with AYS.

Click on “Get Company File from QuickBooks”.  If you have QuickBooks running, it should retrieve the company filename automatically.

You may need to update the Integrated Applications within Quickbooks as described in the next popup dialog.

You can find this in your Quickbooks preferences, it may look something like this.

The application settings have already been applied in this example.

Create Codes to Match AYS Codes

Next, return to the Quickbooks Options screen in AYS and click “Get Default Codes from QuickBooks”.

After a few seconds, you should be brought to the first of the configuration tabs, “Items”.

Enter the codes in each of these fields.  All fields are required.  Be sure not to leave any blank, otherwise you will get errors when exporting.  You can click “Create 0% Tax Item” to automatically create an item in QuickBooks to match this code.

When all fields are filled, click on the next tabs to fill in the information for your company.  Click the “Create Missing Payment Methods” and “Create Missing Payment Terms” buttons to create any items that are not yet in your database.

Once this is all done, click “Save”.  Now you can export your Customers and Vendors first by choosing “Export – To Quickbooks – Customer Accounts” and “Vendor Accounts”.  After that you can export Invoices and Purchase Orders from this same menu.