System Overview
Welcome to Solid Route Accounting™ for QuickBooks®.
Solid Route Accounting™ is made up of 3 parts:
- Solid Fusion™ which is the link between the accounting system (e.g. QuickBooks®, SYSPRO, etc.).
- SolidRouteAccounting.com the web management interface to configure and control your overall system.
Solid Sales Pro™ the mobile application installed on your Android or iOS mobile computer.
How to install Solid Fusion™ on your computer:
- 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
- Click on the link to download the Solid Fusion™ installer
- Save the file to your local disk, e.g. into your My Documents folder
- Launch the installer and follow the prompts
Once the installation is complete, Solid Fusion™ will start and give you a Fusion Access Code
- Select and copy this code
- Now moving to SolidRouteAccounting.com, enter this access code on the Settings screen into the "Fusion Access Code" field and click [Save]
- Returning to Solid Fusion™, press the [Sync Now] button
QuickBooks® will pop up Application Certificate window
- 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…]
QuickBooks® will then display a Access Confirmation window, click [Done] to continue
- Solid Fusion™ will now sync customer, product and pricing information with Solid Route Accounting™
How to install Solid Sales Pro™ onto your mobile computer:
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 you mobile device does not have access to the Play Store, please follow the alternate download instruction in the section below.
Tap on the [Install] button
To accept the app permission, tap on the [Accept] button
Once the installation is complete, tap on the [Open] button to start Solid Sales Pro™
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:
- Next navigate to the Handhelds screen on SolidRouteAccounting.com
Create a new or edit an existing mobile record, and assign it to the mobile's "Setup Code"
- To save your changes, click on [Save]
- Then on your mobile tap on [Continue] to synchronize data
If this is an already configured mobile associated with your company, then Solid Sales Pro™ starts synchronizing data
Once complete the Solid Sales Pro™ main menu is displayed
Alternate Method to Download Solid Sales Pro™:
On your mobile open a browser and enter the following URL: bit.ly/SRAssp
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", simply tap on [Settings] and enable the "Unknown Sources" checkbox and continue with the installation
Tap on the [Install] button
Once the installation is complete, tap on the [Open] button to start Solid Sales Pro™
You can now continue with steps outlined above.
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