Lesson #137
Setup – System Preferences function
Tools System Preferences
Choose which types of RB9 emails to log into the system and for how long. Set up your QuickBooks Integrator so you can import RB9 data directly into QuickBooks. Enter your company contact information so other RB users can share jobs with you.
Email Log
Emails sent from RB9 are automatically logged in the system by default. Because all attachment files are stored as well when RB9 saves emails in the Email Log, this adds to your repository size and could result in additional repository storage charges.
Reduce the load on your repository by designating which types of RB9 emails you want to keep track of and how long you want to store them.
NOTE: Email Log is an RB9-only function. It is not included in RB Lite.
QuickBooks
Enter the information needed for integrating RB9 data into your QuickBooks program.
If you are using the QuickBooks Desktop edition, enter:
- User ID and password
- IP or URL of workstation/server where your QuickBooks is installed
- Open port in your firewall for forwarding traffic to your QuickBooks computer
Once you have your settings input, you can check that the port is open so you can use QuickBooks with RB9. You have another set-up step that involves downloading a free remote connector application from QuickBooks and setting it up to enable secure remote access to your QuickBooks.
If you subscribe to QuickBooks online, you set up an Intuit developer account then enter your credentials here.
After entering your QuickBooks information for either edition, you check that RB9 can communicate with your QuickBooks. Complete setup instructions for both editions — including downloading and installing the remote connector, setting up a developer account, and checking your connection — are in the RB9 user guide.
NOTE: QuickBooks Integrator is an RB9-only function. It is not included in RB Lite.
RB Network
Enter complete contact information for your company so other RB users can find you in the network to share jobs with you.
You can set up one or more contact listings for your company. For example, if you have multiple offices you can set up a listings for each office that includes its coverage area so other users can choose the right office to contact for a job in a specific area.
Listings can include:
- Name of the office
- Street address or P.O. Box
- City, state, and zip code
- Office type: headquarters or branch office
- Main phone and fax numbers
- Contact’s name and email address
- Company website URL
- Coverage area
System Preferences lists all of your offices and you can export the list as an Excel spreadsheet or a CSV (comma-separated values) file to save, share, use in other applications, or print as a report.
From the list you can update any office’s entry including deactivating an office so it does not appear in the RB Network or deleting it if you no longer use that office.
TL;DR: Set parameters for your Email Log and enter required information for importing RB9 data directly into QuickBooks. Check that RB9 and QuickBooks can communicate.
