PREREQUISITES
A version 7 or above of Winbooks is required
You need to install a program on the same server where Winbooks is installed. To ensure the connector works on the server, please make sure before installation that:
You have admin access to the server where Winbooks is installed in order to proceed with the installation
Be aware that the server/computer must be permanently accessible with internet access (24 hours a day). Otherwise, the data will not be synchronized
You know yourWinbooks username and password
The .NET Framework 4.8 MUST be installed on the server/computer where the local agent will be installed !
PREPARATION
Watch this video:
Find your File name from your Winbooks account
Select the analytical plan by default
Go to your Winbooks account.
Select the Analytics tab → Parameters → Accounting Plan
On your computer, find the disk on which your winbooks.ini is located and copy the route the the folder.
CONNEXION
Step 1: Choose a name for your connexion.
Step 2: Select the analytic plan you want to configure by default & enter the path where your Winbooks software is located.
Step 3: Download and install the local agent (to be installed on the winbooks machine).
Step 4: Enter your folder code, corresponding with your Winbooks account.
Step 5: Click "Connect" to finalise the connexion.
DOWNLOAD OF THE LOCAL AGENT
Winbooks is installed on a server. To enable data sharing, it is necessary to download a program (local agent) that will allow data transmission with Winbooks.
After the connection step, you will have two options to download and install the local agent on the same server as your Winbooks instance:
If Winbooks is hosted on your computer, you can directly download the program by clicking on Download.
If Winbooks is hosted on another server, you have the option to send the program via email to the person or company hosting Winbooks so they can download and install it.