Knowledge Base
PROGRAM: DataPlus for QuickBooks - Client Installation

Table of Contents
Preparing for installation
Installation / Configuration Activation
Related FAQs
Client Installation
DataPlus Setup
    Welcome Screen
  1. Right click DataPlus-QB-Install.exe and "Run as administrator
  2. This will start the DataPlus 4.0 setup wizard.
  3. Click on Next >
DataPlus Setup
    License Agreement
  1. License Agreement
  2. If you agree, check "I accept the terms in the license agreement"
  3. Click on Next >
DataPlus Setup
    Client Components
  1. Check DataPlus Client
    2. - Allows Act Administrators to import data into Act
  2. Check QuickBooks Component
    3. - Displays the DataPlus tab in Act for datamining QuickBooks
  3. Check Crystal Reports
    4. - Intalls Crystal Reports for DataPlus menu reporting
  4. Click on Next >
Note: Only check "QuickBooks Component" if you intend to allow this user to push from Act to QuickBooks. Otherwise leave unchecked.
DataPlus Setup
    Choose Install Location
  1. Click on Install
DataPlus Setup
    Installing
DataPlus Setup
    Installation Complete
  1. Click on Next
DataPlus Setup
    Client Configuration
  1. Check Run Client Configuration
  2. Click on Finish
DataPlus Setup
    Master Connection Settings
    Database Configuration
  1. DataPlus Server: server\sqlinstance
  2. DataPlus Database: dpQuickBooks

    3. Windows Authentication
  3. SQL User: sqlUser
  4. SQL Password: sqlPassword

    5. Integrated Security
  5. Check for Integrated Security
  6. Test Connection
  7. Click on OK

    8. Application Settings
  8. Report Path: unc Path to CR Reports if applicable
  9. Logging Options:
  10. unCheck Log Warnings
  11. unCheck Log Notices
  12. unCheck Log Debugs
  13. Click on Save
  14. Click on Close
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