Article #297 Solid Route Accounting for QuickBooks Installation Instructions

System Overview

Welcome to Solid Route Accounting™ for QuickBooks®.

Solid Route Accounting™ is made up of 3 parts:

1. Solid Fusion™, the link between the accounting system (e.g. QuickBooks®, SYSPRO, etc.).
2. SolidRouteAccounting.com the web management interface to configure and control your overall system.

3. Solid Sales Pro™ the mobile application installed on your Android or iOS mobile computer.

   

How to install Solid Fusion™ on your computer:

1. Before you begin, please ensure that you have QuickBooks® running, with your company file open logged in as admin and in single-user mode, if applicable
2. Click on the link to download the Solid Fusion™ installer
3. Save the file to your local disk, e.g. into your My Documents folder
4. Launch the installer and follow the prompts

5. Once the installation is complete, Solid Fusion™ will start and give you a Fusion Access Code

   

6. Select and copy this code
7. Now moving to SolidRouteAccounting.com, enter this access code on the Settings screen into the "Fusion Access Code" field and click [Save]
8. Returning to Solid Fusion™, press the [Sync Now] button

9. QuickBooks® will pop up Application Certificate window

   

10. Select the option "Yes, always; allow access even if QuickBooks is not running", and if necessary, select the user that Solid Fusion™ will log in as. Then click on [Continue…]

11. QuickBooks® will then display an Access Confirmation window, click [Done] to continue

    

12. Solid Fusion™ will now sync customer, product and pricing information with Solid Route Accounting™

How to install Solid Sales Pro™ onto your mobile computer:

1. On your mobile, open Google's Play Store app and search for Solid Sales Pro™ or click on the [Get it on Google Play] button:

   

   Note: if your mobile device does not have access to the Play Store, please follow the alternate download instruction in the section below.

2. Tap on the [Install] button

   

3. To accept the app permission, tap on the [Accept] button

   

4. Once the installation is complete, tap on the [Open] button to start Solid Sales Pro™

      

5. If this is a new mobile that is being associated with your company, then Solid Sales Pro™ starts with the 0104 Sync Setup Code screen displaying a Setup Code on the screen:

   

   1. Next, navigate to the Mobiles screen on SolidRouteAccounting.com

   2. Create a new or edit an existing mobile record and assign it to the mobile's "Setup Code".

      

   3. To save your changes, click on [Save]
   4. Then on your mobile, tap on [Continue] to synchronize data

6. If this is an already configured mobile associated with your company, then Solid Sales Pro™ starts synchronizing data

   

7. Once complete, the Solid Sales Pro™ main menu is displayed

   

Alternate Method to Download Solid Sales Pro™:

1. On your mobile, open a browser and enter the following URL: bit.ly/SRAssp

   

2. Wait for the download to complete and then launch Solid Sales Pro™

   Note: should you get a warning "the installation has been blocked for apps obtained from unknown sources", tap on [Settings] and enable the "Unknown Sources" checkbox and continue with the installation

   

3. Tap on the [Install] button

    

4. Once the installation is complete, tap on the [Open] button to start Solid Sales Pro™

   You can now continue with the steps outlined above.

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