Install ChamberMaster QuickBooks Interface (CQI)

The ChamberMaster QuickBooks Interface (CQI) software must be installed on the computer identified previously where QuickBooks is running. Perform these steps on that one computer. Do not install CQI on more than one computer.

You must login to QuickBooks with an Administrator login. User names in QuickBooks Pro 2009 are managed under Setup Users and Passwords in the Company menu.

1.	Open Internet Explorer and browse to

http://www.chambermaster.com/support/QBXMLRP2_6_r3/QBXMLRP2Installer.exe

Note: If using QuickBooks 2004, browse to

http://www.chambermaster.com/support/QBXMLRP2Installer.exe

2.	Click Run.

Note If you are prompted for an administrator password or for confirmation, type the password, or click Continue.

(If your Internet connection is slow, you may wish to click Save instead. Then you will need to locate this file once the download is complete, and double-click to continue to step 3)

3.	After the QBXMLRP2 program downloads, click Next on the installation screen that will appear.

Figure 3-7a Installation screen

4.	Click Install.

Figure 3-7b Begin Installation of QBXMLRP2

5.	Click Finish.

6.	Open QuickBooks on the computer identified previously.

7.	Make sure that the correct QuickBooks company is open – the one that connects with ChamberMaster.

8.	Open Internet Explorer and browse to

http://cqiserver2.chambermaster.com/client/

Figure 3-1 – URL

9.	Click Install.

Figure 3-2 – CQI 3. 0 Install screen

10.	If a Security Warning appears, click Install.

Figure 3-3 – Security Warning

11.	Type your ChamberMaster User Name and Password in the appropriate fields. See Figure 3-4.

To modify these settings after installation, right-click the CQI icon in the system tray and click Settings. Then click Settings from the File menu.

Figure 3-4 – CQI Settings

If the QuickBooks Company File is blank or incorrect during step 6, just leave it as is. Continue on; it will be addressed in the steps to follow.

The CQI Server field should remain blank.

12.	Select Automatically start this program when I log into Windows.

13.	Click Save.

14.	On the CQI – ChamberMaster QuickBooks Interface window that remains open, select Test QuickBooks Connection from the File menu.

If you receive an error that indicates that “QuickBooks has opened in a mode other than one specified by the application”, see “Miscellaneous Notes” below step #19.

Figure 3-5 – Testing CQI

If your Application Certificate window(s) display an option to select which QuickBooks user should have access, please select the Admin user.

15.	If an Application Certificate window displays, click Yes, always: allow access even if QuickBooks is not running. Then click Continue and accept this certificate. Click Yes. Then click Done.

Note: Certificates should only be accepted by you when issued by companies that you trust such as ChamberMaster. Accept this certificate by clicking Continue. Certificate requests from other companies should be considered with caution.

Figure 3-6 – Certificate verification screens

16.	A CONNECTED message should appear. Click OK.

Figure 3-7 – Connected message

Your file name and XML Version number may vary.

17.	CQI is installed. Continue to the next section to switch ChamberMaster to the QuickBooks billing solution.