One often used accounting tool that helps companies properly handle their money is QuickBooks.
QuickBooks's capacity to interface with many plugins to improve functionality is among its greatest
features. Invoicing, payroll, inventory control, reporting, and more may all be handled with plugin
assistance. This article will lead you through QuickBooks' install and uninstall plugin processes.
Table of Contents
ToggleInstalling Plugins in QuickBooks
Step 1: Choose a Plugin
Find which plugin best meets your company's requirements before implementing one. Both the
QuickBooks App Store and other vendors have plugins available. Among the somewhat well-known
plugins are TSheets for time tracking.
- Shopify (for e-commerce connectivity)
- Expensify (for budget control)
- Bill.com—for automated accounts payable—for
Step 2: Check Compatibility
Make sure the plugin runs on your version of QuickBooks—online or desktop. Usually found on the
website of the plugin is compatibility information.
Step 3: Install a Plugin in QuickBooks Online
- Open your online browser and go to QuickBooks Online after logging on.
- Click the Apps menu item from the left-hand navigation panel to access the Apps Section.
- Find the required plugin by using the search box.
- Click the name of the plugin to get details.
- Click on "Get App Now": Install the plugin following the on-screen directions to approve.
- Grant the plugin required access to your QuickBooks data, thus authorizing integration.
- Complete Setup: As advised by the plugin supplier, follow further setup actions.
Step 4: Install a Plugin in QuickBooks Desktop
- Should the plugin come from a third-party provider, obtain the installation file.
- Launch Quick Books Desktop and go to the Edit menu.
- Sort "Preferences": Choose Integrated Applications.
- Check the option to let outside programs interface with QuickBooks.
- Open the acquired plugin file and follow the installation instructions.
- When asked, allow QuickBooks to be accessed.
- Restart QuickBooks to implement modifications after installation.
Uninstalling Plugins in QuickBooks
Uninstall a plugin from QuickBooks Online.
- Log in using QuickBooks Online.
- Click on Apps on the Apps Menu from the left side.
- Track the installed plugin: View the My Apps tab.
- Choose the plugin you want to delete by clicking on it here.
- Click "Disconnect" or "Uninstall"; follow the directions to delete the plugin.
- Verify Removal: Before being deleted, certain plugins may need further confirmation.
Uninstalling a plugin in desktop QuickBooks
- Open QuickBooks Desktop from anywhere.
- Access Edit > Preferences.
- Click Company Preferences to access "Integrated Applications."
- Decide on the plugin. Stress the plugin you want to remove.
- Click "Remove" to confirm the operation deleting the plugin.
- Starting QuickBooks will help you to finish the removal procedure.
Troubleshooting Common Issues
Installation Issues
- Verify that the plugin is compatible and properly installed if it does not show in QuickBooks.
- Check the support of the plugin supplier for troubleshooting actions.
- Permissions Problem: Install the plugin using grant admin access to QuickBooks.
Uninstallation Issues
- Plugin Still Shows After Uninstallation Restart Quick Books Desktop or clear your browser cache (for QuickBooks Online).
- Mistakes Made While Disconnecting a Plugin: Get help from either QuickBooks Support or the plugin vendor.
Conclusion
Simple installation and removal of plugins in QuickBooks lets companies maximize the features of
the program. Using these guidelines guarantees a seamless integration of new tools or the removal
of obsolete ones. To maximize QuickBooks for your company requirements, always confirm
compatibility and follow setup guidelines.