Integrating Receipt Bank with QuickBooks Desktop using Right Networks allows you to categorize each of your Receipt Bank items according to your QuickBooks Desktop Chart of Accounts and suppliers.
Note: Right Networks integration is currently only available on Alpha testing for a subset of Receipt Bank Premium, Streamline, Optimize and Business+ accounts in the US. For anyone interested in being included in Beta testing, please contact your Account Manager.
Before you start, you would need to install Receipt Bank Sync Manager onto the same computer you will host your QuickBooks Desktop company files.
To Integrate Receipt Bank and QuickBooks Desktop using Right Networks:
- Log on to Receipt Bank in your web browser.
- Access the ‘Integration’ tab under the Lists section in the navigational sidebar.
- Press the ‘Choose Integration’ button, and select 'Right Networks'.
- This will show you a window entitled ‘Link your accounts’. You will be prompted to follow the following four Prerequisites:
- Make sure you have your Receipt Bank Sync Manager up and running
- The desired Company file is opened on your QuickBooks Desktop application
- Your QuickBooks application is in single user mode, logged in as the QuickBooks administrator (NOTE: This is different to a regular user with admin privileges)
- There are no other company files open in your QuickBooks Desktop application
Please ensure you check these through and follow them before selecting the ‘I have completed all of the above steps’ checkbox/es (the number of checkboxes may differ based on your version, but all must be checked). Then, select the Next button.
- You will be provided with a token, consisting of 29 alphanumeric characters. This is what you will use to link through to QuickBooks Desktop.
In case you've already integrated with Right Networks before, follow these instructions to locate your token.
Copy your token, and paste it into your Receipt Bank Sync Manager. Then click the Login button. You would then notice your status switch to 'Connected'. Keep your Receipt Bank tab open in your web browser, as you will need it again soon.
- Switch to your QuickBooks Desktop programme which should provider you with the Application Certificate window. Within QuickBooks Desktop, the ReceiptBank Sync Manager will be referred as Autofy, which is the name of Receipt Bank's software partner providing Right Networks integration.
Below the question 'Do you want to allow this application to read and modify this company file?', select the 'Yes, always; allow access even if QuickBooks is not running' radio-button, and then confirm again with 'Yes'.
- Once this is done, select the 'Continue...' button at the bottom of the Application Certificate window in QuickBooks Desktop.
- Return to the open Receipt Bank tab on your web browser and select the 'Continue' button.
- To complete, select the 'Finish' button in the SUCCESS! window.