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Setting Up a QuickBooks File Destination

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This article is only relevant if you have Linux O.I.L. sites.

Use the following steps to set up your store to ensure that your QuickBooks files are saved to the correct destination:

  1. On the Main Menu, select Outside Communications Menu.
  2. Select Set Up Internet Communications (4) to receive the following screen.

  1. To set up outbound file destinations (locations such as your O.I.L. Central or another store that will receive the files and reports that are sent), type Y in the Set Up Outbound File Destinations field and press [Enter].
Note: The Set Up ISP Connection and Detect Modem fields are not used in this set up.
  1. You receive the following screen.

  1. Fill in the following fields:

Destination name

Type a 1- to 6-character name that will be assigned as the name of the file destination. Each destination name must be unique so that each recipient can receive different reports and files. For example, you might want to use a somewhat generic name such as Files.

OIL (C)entral / OIL (S)ite / (O)ther / (W)ireless field

Type O to indicate that the files are being sent to a location other than an O.I.L. central or site.

Note: You receive the informational message A non Central / Site destination will be unable to automatically process any files. All files and reports will need to be managed manually at the destination. Fill in the following fields as noted then press [F7] to continue to the next screen.

Enable Communications

Type Y to activate Data Sharing information to be sent to the location shown in the Destination name field.

Send Files Via Email

Type N to tell the system that you do not want the files sent via e-mail.

Send Reports in HTML Format

Type N to disable HTML format.

Use Compression

Type N to disable compression.

Archive and Encrypt Files

Type N to disable file encryption.

Email/SFTP/FTPS Address

Leave this field blank.

  1. Press [F7] to receive screen 2 of the Set Up Outbound File Destinations. This screen displays a listing of reports that can be generated during the close. Make sure no information is filled in the PER (Period) column.

  1. Press [F7] to receive screen 3 of the Set Up Outbound File Destinations. Make sure that you type Y in the Accounting Files field.

Note: For more information about the screens and fields in this section, see the article Setting Up O.I.L Reports.
  1. To save your changes and return to the Set Up Outbound File Destinations screen, press [F4].
  2. Press [Esc] [Esc] to return to the Set Up Internet Communications screen.