Integration between UltraCart and Quickbooks works through a downloadable piece of software called UltraBooks. The software needs to be installed on the same PC as Quickbooks. When the program is launched it will prompt you for the same login information that you use to access UltraCart. UltraBooks then securely downloads all the new (completed) orders and creates sales receipts in Quickbooks for each of the orders.

UltraBooks downloads orders that are marked in UltraCart as completed. Completed orders are ones that have been shipped. UltraBooks keeps track of the orders that are imported into Quickbooks so you can run the program as many times a day as needed.

If your order ID schema is date/time based then UltraBooks will allow Quickbooks to assign the next sales receipt number automatically and will place the UltraCart order number in the memo.

If your order ID is numerically increasing then UltraBooks will strip your merchant ID off the front and use that as the sales receipt number.

To use UltraBooks you must have the following:

• Microsoft Windows Vista or Newer
• .Net Framework
• Quickbooks SDK QBFC 7.0
• Quickbooks 2009 through 2014 (Pro, Premium, Accountant or Enterprise)

To install and use UltraBooks, please visit the documentation page which contains download links:
https://ultracart.atlassian.net/wiki/spaces/ucdoc/pages/1377931/UltraBooks

The first step is to download and install all the required components:

• Microsoft VC++ Redistributable
• .Net Framework 4.6.1 Redistributable
• Quickbooks SDK QBFC 13.0
• UltraBooks (latest version)

The next step is to enter the configuration mode by clicking the configuration mode button below. This will enable your merchant account for quickbooks configuration. After you have enabled configuration mode, visit the following configuration sections and enter the quickbooks accounting codes for each of the following:

• Coupons
• Gift Charge / Wrap Papers
• Payment Methods
• Shipping Methods
• Tax Rates

The final step is to return to this page and enter live mode. After you have entered live mode, all new orders placed on the system will be eligible for export to Quickbooks. Any existing orders placed on the system before entering live mode will not be eligible for export to Quickbooks.