AccountsOnline Setup

• Download and install AccessBooks RT
• Run RealTime
  • You will have to create and populate a new database. This will serve as the backend to AccountsOnline.
  • Check the help file for instructions on operating RT.
  • Make sure you initialize the automatic refresh so that your AO data will be consistent with QuickBooks.
• Download and unzip the AccountsOnline file
• Create a new website via IIS and save all the files there.
• A collection of .inc files hold the configuration settings for the AccountsOnline application. The majority of these can be modified at your leisure. A few important ones:
  • Connection.inc – This holds your database connection string. THIS IS A REQUIRED CONFIGURATION. It also holds the default error message in the event the server is down, you may configure this as well.
  • MailConfig.inc – This holds information regarding your mail server as AO is setup to automatically email your vendors with their userID and password when an account is created for them. (Note: An email must exist in QuickBooks for them in order to create a log in for them.
  • ErrorEmail.inc – This sends out error reports via email when certain events occur on the server. These messages are customizable.
• As a final step you must set up the initial ADMIN login within the database you create. Within the ‘UserConfig’ table add a record with the following entries:
• Name: Admin
• Password: [User Defined]
• Type: ADMIN