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ProductCart Synchronizer for use with QuickBooks® - Installation Steps

Installing the ProductCart Synchronizer for use with QuickBooks® is very easy. The following assumes that you have installed and activated ProductCart on your Web server. If you haven’t done so, perform the ProductCart installation as described in the ProductCart Quick Start Guide, and then continue with the instructions below.

Parent Paths Enabled vs. Parent Paths Disabled

Please select the correct update files depending on the version of ProductCart that you are running. Specifically, if you are running ProductCart on a server that has Parent Paths Disabled, please use the files contained in the “Parent Paths Disabled” folder. Otherwise, use the files contained in the “Parent Path Enabled” folder, which is the most common scenario.

If you are unsure of which version you are running, look at the version number in the Control Panel start page (“menu.asp”). If it includes the letters “PPD”, then you are using the “Parent Path Disabled” version of ProductCart.

Step 1 - Back up your store

If you haven't already done so, back-up your store.

You will not need to turn your store off as the files you will be uploading to it will not interfere with your storefront.

Step 2 - FTP new files to your server

Upload the files to their respective folders, overwriting the existing files. DO NOT delete any of the files that are currently on your Web server.

  • pcadmin
    Most of the ProductCart Synchronizer files will go into the pcadmin folder. Please note that the pcadmin folder has likely been renamed on your store. We recommend that you rename the same folder in the update files locally on your computer so that when you FTP the files there is no chance that a new pcadmin folder is created, which would mean that some of your store files are not being updated.
  • includes
    You will also be uploading file to the includes/spry folder as QuickBooks requires the latest version of the Spry framework files and older versions of ProductCart did not include it (see system requirements for details on supported versions).

The ProductCart Synchronizer contains around 190 files for a total of roughly 7 MB, so the FTP upload may take several minutes. Make sure that once the FTP process has finished, your FTP client reported a success message. Most FTP programs have a way to show whether some files were uploaded successfully or not. If needed, repeat the FTP upload until successful.

Step 3 - Setup ASP.NET Application Directory

After all of the files are successfully uploaded to your server you must designate the “pcadmin/Quickbooks/webservice” folder an “ASP.NET application directory”. Your Web server must be running the ASP.NET 2.0 framework or above.

Dedicated Server

If you have a dedicated Web server and therefore have direct access to IIS (Internet Information Services), you can quickly and easily make any folder an application folder by doing the following.

IIS 6

  • Launch IIS, locate the Web site, and browse to the “webservice” folder.
  • Right-click on it and select Properties.
  • On the Properties window, select the Directory tab. Click on the Create button next to Application Name. This turns the folder into an application folder.
  • Under the ASP.NET tab, make sure that ASP.NET 2.0 or above is selected. Otherwise, change the selection.
  • Click OK

IIS 7

  • Launch IIS, locate the Web site, and browse to the “webservice” folder.
  • Right-click on it and select Convert to Application.
  • Click OK

Shared Server

Find out whether your Web hosting Control Panel contains a tool to configure this setting. Many Web hosts allow you to make a folder an application folder (e.g. see instructions below for GoDaddy).

If such a tool is not available, open a support ticket with your Web host and ask them to convert the “QuickBooks/webservice” folder into an “ASP.NET application directory”. This Microsoft article contains very specific instructions.

Here are instructions specific to some Web hosts.

GoDaddy

Log into your GoDaddy account, go to the section where you can manage your Web hosting accounts, then click on “Manage Account” next to the Web site that you are working with. When the Hosting Control Panel has been loaded:

  1. Select Content > IIS Settings from the top navigation menus.
  2. Check Content Root and click on the Create button.
  3. Enter the path to the “webservice” folder. For example, assuming that your “productcart” folder is in the root, has been renamed “shop”, and that the “pcadmin” folder has been renamed “myControlPanel”, the path to enter in the “Directory Name” input field would be: shop/myControlPanel/QuickBooks/webservice
  4. Check the check boxes next to:
    1. Anonymous Access
    2. Set Application Root
  5. Do not check the check box next to “Directory Browsing”
  6. Click on OK.
  7. The system will take a few minutes to perform the task and show “Pending Setup” next to the “webservice” folder name. Once it has been setup, try loading the file “ProductCartWC.asmx” in that directory. You should not receive any errors and instead see the following:

When you see this page the folder has been successfully setup as an application

Step 4 - Update the Store Database

  1. Log into the your ProductCart Control Panel
  2. Load the following URL:
    www.yourstore.com/ProductCart/pcadmin/QB_default.asp

    …where yourstore.com is the store URL, productcart is the name of the ProductCart folder (likely renamed on your store) and pcadmin is the name of the Control Panel, which has also, likely been renamed.

  3. You will be prompted to run the database update script
  4. Run the database update script.
    Troubleshooting:
    1. If you receive any errors or warnings (e.g. a table could not be updated), run the database update again. In some cases these errors disappear on the second execution of the update.
    2. If the errors persist even after re-running the database update script a few times, leave the store OFF and open a Support Ticket.

Step 5 - Validate the Installation

After the database update script is complete ProductCart will attempt to validate your installation. ProductCart will check for some of the most common issues, such as a file permission problem, and alert you if a problem is found. If ProductCart does not detect any problems you will be asked to proceed to the setup wizard, which will help you active the ProductCart Synchronizer for use with QuickBooks®.

File Permissions

A common issue at this stage consists in the pcadmin/quickbooks folder not having “delete” or “modify” permissions. This is normal as the initial ProductCart installation requirements do not call for these permissions within the “pcadmin” folder. You will need to add them now as the ProductCart Synchronizer needs these additional folder permissions.

To add “delete” permissions to the “quickbooks” folder, use the tools included in the Web hosting administrator area provided by your Web host, or contact your Web host sending the following message: “Please assign 'Delete' permissions to the 'productcart/pcadmin/quickbooks' folder for the Internet or Everyone user”, where both the productcart and pcadmin folders have likely been renamed on your store, as mentioned elsewhere in this documentation (so adjust your message to the Web host company accordingly).

Step 6 - Proceed to the Setup Wizard

After completing these steps, the system will display a “No action to be taken” message, and you may continue to the Setup Wizard.


QuickBooks® is a registered trademark and service mark of Intuit Inc. in the United States and other countries.


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