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1. Open QuickBooks, and open the company file.
2. From the Orders menu, select QuickBooks Configuration.
3. Select the Edit Configuration task.
4. Edit the Customer field and click Save.
5. Launch the QuickBooks Web Connector (double-click the file you downloaded and saved).
6. Select the Quick Shopping Cart Web Service and click Update Selected.
   The new Quick Shopping Cart Customer will be created in the QuickBooks customer list.

1. Open QuickBooks, and open the company file.
2. From the Orders menu, select QuickBooks Configuration.
3. Select the Edit Configuration task.
4. Edit the Item field and click Save.
5. Launch the QuickBooks Web Connector (double-click the file you downloaded and saved).
6. Select the Quick Shopping Cart Web Service and click Update Selected.
   The new Quick Shopping Cart Item will be created in the QuickBooks item list.

1. Open QuickBooks, and open the company file.
2. In QuickBooks, go to the Item list, and create the new Shipping Charge item.
   • The type must be Other Charge or Service.
   • You will be required to select an Account to associate with the Shipping Charge. You may need to create a new account before you create the Shipping Charge.
3. Launch the QuickBooks Web Connector (double-click the file you downloaded and saved).
4. Select the Quick Shopping Cart Web Service and click Update Selected.
5. From the Orders menu, select QuickBooks Configuration.
6. Find the new shipping charge in the Shipping Charge drop-down and select it. Click Save.
7. Select the Quick Shopping Cart Web Service and click Update Selected.
   The new Quick Shopping Cart Shipping Charge will be associated with the QuickBooks shipping charge.

1. Open QuickBooks, and open the company file.
2. In QuickBooks, from the File menu, select Preferences.
3. In the Sales Tax Options section, select Yes for "Do you charge sales tax when you make a sale?"
4. From the Tax Name drop-down, select Add New.
5. Enter the name for your new Sales Tax.
6. Enter the tax rate.
7. Enter a description and a tax agency.
8. Click OK.
9. Go to the Item list, and select the new Sales Tax item.
10. Launch the QuickBooks Web Connector (double-click the file you downloaded and saved).
11. Select the Quick Shopping Cart Web Service and click Update Selected.
12. From the Orders menu, select QuickBooks Configuration.
13. Find the new sales tax item in the Sales Tax drop-down and select it. Click Save.
14. Select the Quick Shopping Cart Web Service and click Update Selected.
    The Quick Shopping Cart Sales Tax item will be associated with the QuickBooks sales tax item.

NOTE: In order for Quick Shopping Cart to send the correct sales tax amounts to QuickBooks, you need to set up a Placeholder Sales Tax that defaults to 0%. Once you set up the Placeholder Sales Tax in QuickBooks, you can select it to ensure accurate reporting.

1. Open QuickBooks, and open the company file.
2. In QuickBooks, from the File menu, select Preferences.
3. In the Sales Tax Options section, Select Yes for "Do you charge sales tax when you make a sale?"
4. From the Tax Name drop-down, select Add New.
5. Enter the name for your Placeholder Sales Tax.
6. Enter 0% as the tax rate. You cannot change this placeholder sales tax.
7. Enter a description and a tax agency.
8. Click OK.
9. Launch the QuickBooks Web Connector (double-click the file you downloaded and saved).
10. Select the Quick Shopping Cart Web Service and click Update Selected.
11. From the Orders menu, select QuickBooks Configuration.
12. Find the 0% placeholder sales tax item in the Placeholder Sales Tax drop-down and select it. Click Save.
13. Select the Quick Shopping Cart Web Service and click Update Selected.
    The new Quick Shopping Cart Placeholder Sales Tax item will be associated with the QuickBooks placeholder sales tax item.

1. Open QuickBooks, and open the company file.
2. In QuickBooks, go to the Item list, and edit the Discount item.
   • The type must be Discount.
   • You will be required to select an Account to associate with the Discount item. You may need to create a new account before you create the item.
3. Launch the QuickBooks Web Connector (double-click the file you downloaded and saved).
4. Select the Quick Shopping Cart Web Service and click Update Selected.
5. From the Orders menu, select QuickBooks Configuration.
6. Find the new discount item in the appropriate Coupon drop-down and select it. Click Save.
7. Select the Quick Shopping Cart Web Service and click Update Selected.
   The new Quick Shopping Cart Coupon Discount Item will be associated with the QuickBooks discount item.

Typically, you will only need to do this if you accept Diners Club cards, as QuickBooks does not have pre-configured payment methods for Diners Club like it does for the other major credit cards.

1. Open QuickBooks, and open the company file.
2. Under the Lists menu, select Customer & Vendor Profile Lists, then Payment Method list.
3. Add the new payment method.
4. Launch the QuickBooks Web Connector (double-click the file you downloaded and saved).
5. Select the Quick Shopping Cart Web Service and click Update Selected.
6. From the Orders menu, select QuickBooks Configuration.
7. Find the payment method in the appropriate Payment Method drop-down and select it. Click Save.
8. Select the Quick Shopping Cart Web Service and click Update Selected.
   The new Quick Shopping Cart Payment Method will be associated with the QuickBooks payment method.