Article #312 Solid Route Accounting and QuickBooks Online Setup Instructions

System Overview

Welcome to Solid Route Accounting™ for QuickBooks® Online.

Solid Route Accounting™ for QuickBooks® Online is made up of 2 parts:

1. SolidRouteAccounting.com the web management interface to configure and control your overall system.
2. Solid Sales Pro™ the mobile application installed on your Android or iOS mobile computer.

Connecting Solid Route Accounting™ to QuickBooks® Online

1. Log into SolidRouteAccounting.com
2. From the Setup Instructions screen click on the [Connect to QuickBooks®] button



3. If not already logged in, log into your Intuit account with your Intuit login credentials:



4. Select the QuickBooks® company file you want to link to Solid Route Accounting™



5. Click on the [Authorize] button to authorize the connection to Solid Route Accounting™



6. The success screen is displayed



7. Returning to SolidRouteAccounting.com and the Sync Now screen is displayed, which will now import customers, products and pricing from your QuickBooks® Online company file to 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 you 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", simply 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 steps outlined above.

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