Vendor bill transfer from Replicon Gen3 to QuickBooks.

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How to transfer vendor bills from Replicon to QuickBooks using integration manager?

(Originally posted by heather.smith)
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Posted 4 years ago

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Hi Heather,

Thank you for using Replicon Community.

We recommend going through this article Important considerations to transfer Expense Data from Replicon to QuickBooks. Once Replicon and QuickBooks are setup identically and data sets match on both ends data transfer can begin. 

Steps are as follows:- 

1. Contact Replicon support to get the download link for Gen3 Integration Manager for QuickBooks.
2. Download and install the integration manager. 
3. Ensure you are assigned System Administrator permission in Replicon.
4. We recommend you perform the data transfer in Single User-Mode in QuickBooks.
5. You must be an Admin level user in QuickBooks. 
6. Launch QuickBooks first, then launch the Replicon Integration Manager from Start > All Programs or via the Shortcut from your desktop.
7. To transfer expenses from Replicon to QuickBooks, select Vendor Bills from the Navigation side menu and follow the directions provided by the Vendor Bills Transfer Wizard.

Note: As a best practice always backup your QuickBooks company file before initiating data transfer. 

Should you face issues during the transfer process, kindly contact Replicon support team for further assistance. 



Thanks,

Lingaraj



 

(Originally posted by Lingaraj Dharwad)