This collection includes all articles and guidance for configuring, using, and troubleshooting the QuickBooks Desktop (QBD) integration. Follow the recommended order to get started or jump to specific topics using the links below.
1. QuickBooks Desktop: Prerequisites
Purpose: This article outlines the essential architectural decisions and environment requirements before initiating the integration. It covers the four core software components (Web Connector, QWC, QBW), selecting your setup type (Single-User, Multi-User, or Hosted), system access requirements, and the mandatory structure for the Chart of Accounts.
2. Connection and Configuration Settings in Alvys
Purpose: This guide provides step-by-step instructions for establishing the technical bridge between Alvys and QBD using the QuickBooks Web Connector. It explains how to download the configuration files, authorize the "security handshake," and configure operational toggles such as Revenue/Expense exports, Driver Bill logic, and Subsidiary/Fleet mapping.
3. Account Mappings (Default & Specific)
Purpose: This article explains how to link Alvys transaction line items to your QuickBooks Chart of Accounts. It covers mandatory default fallback accounts (A/R, A/P, Revenue, Expense) as well as granular mappings for Load, Trip, Accessorials, E-checks, Deductions, Fuel, Tolls, and Escrow.
Article: QuickBooks Desktop: Account Mappings
4. Transaction Export and Modification Workflow
Purpose: This article details the logic Alvys uses to route data to QBD based on the "Invoice As" and "Tender As" fields. It explains how customers and vendors are automatically created or linked and provides the workflow for modifying, regenerating, or reverting transactions once they have been exported.
5. Alvys Payment Synchronization
Purpose: This article explains the synchronization of payments between Alvys and QuickBooks Desktop. It outlines how transaction statuses are updated and provides clarity on which modules (such as Driver Settlements) supports sync and which require manual updates (such as Carrier Settlements).
6. Identifying and Resolving Failed Transactions
Purpose: This troubleshooting guide explains how to use the Error Transactions page in Alvys to manage the export queue. It provides specific resolution steps for common Web Connector errors (like QBWC1039) and data-related errors (like Duplicate Names or Edit Sequence issues).