{"id":2880,"date":"2020-11-21T14:38:35","date_gmt":"2020-11-21T22:38:35","guid":{"rendered":"http:\/\/omtiblog.com\/metarecords101\/?p=2880"},"modified":"2026-06-19T18:00:59","modified_gmt":"2026-06-20T01:00:59","slug":"set-preferences-for-tools","status":"publish","type":"post","link":"https:\/\/omtiblog.com\/metarecords101\/modules\/setup\/set-preferences-for-tools\/","title":{"rendered":"Set preferences for logging emails &amp; using QuickBooks Integrator"},"content":{"rendered":"<h6>Lesson #137<\/h6>\n<h5>Setup \u2013 System Preferences function<\/h5>\n<h2>Tools System Preferences<\/h2>\n<p>Choose which types of MR9 emails to log into the system and for how long. Set up your <a href=\"https:\/\/omtiblog.com\/metarecords101\/modules\/tools\/quickbooks-integrator\/\">QuickBooks Integrator<\/a> so you can import MR9 data directly into <em>QuickBooks.<\/em><\/p>\n<h3>Email Log<\/h3>\n<p>Emails sent from MR9 are automatically logged in the system by default. Because all attachment files are stored as well when MR9 saves emails in the <a href=\"https:\/\/omtiblog.com\/metarecords101\/modules\/tools\/email-log\/\">Email Log<\/a>, <strong>this adds to your repository size and could result in additional repository storage charges.<\/strong><\/p>\n<p>Reduce the load on your repository by designating which types of MR9 emails you want to keep track of and how long you want to store them.<\/p>\n<h3 id=\"quickbooks\">QuickBooks<\/h3>\n<p>Enter the information needed for integrating MR9 data into your <em>QuickBooks<\/em> program.<\/p>\n<p><strong>If you are using the QuickBooks Desktop edition,<\/strong> enter:<\/p>\n<ul>\n<li>User ID and password<\/li>\n<li>IP or URL of workstation\/server where your <em>QuickBooks<\/em> is installed<\/li>\n<li>Open port in your firewall for forwarding traffic to your <em>QuickBooks<\/em> computer<\/li>\n<\/ul>\n<p>Once you have your settings input, you can check that the port is open so you can use\u00a0<em>QuickBooks<\/em> with MR9. You have another set-up step that involves downloading a free remote connector application from <em>QuickBooks<\/em> and setting it up to enable secure remote access to your <em>QuickBooks.\u00a0<\/em><\/p>\n<p><strong>If you subscribe to QuickBooks online,<\/strong> you set up an Intuit developer account then enter your credentials here.<\/p>\n<p>After entering your <em>QuickBooks<\/em> information for either edition, you check that MR9 can communicate with your <em>QuickBooks.<\/em> Complete setup instructions for both editions \u2014 including downloading and installing the remote connector, setting up a developer account, and checking your connection \u2014 are in the MR9 user guide.<\/p>\n<p><strong>TL;DR: Set parameters for your Email Log and enter required information for importing MR9 data directly into <em>QuickBooks. <\/em>Check that MR9 and <em>QuickBooks<\/em> can communicate.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Set parameters for your Email Log and enter required information for\u00a0importing MR9 data directly into QuickBooks. Check that MR9 and QuickBooks can communicate <a href=\"https:\/\/omtiblog.com\/metarecords101\/modules\/setup\/set-preferences-for-tools\/\">&hellip;<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[39,226,31],"tags":[3,32,134,28],"class_list":["post-2880","post","type-post","status-publish","format-standard","hentry","category-function","category-lesson","category-setup","tag-mr9","tag-setup","tag-system-preferences","tag-tools"],"_links":{"self":[{"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/posts\/2880","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/comments?post=2880"}],"version-history":[{"count":0,"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/posts\/2880\/revisions"}],"wp:attachment":[{"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/media?parent=2880"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/categories?post=2880"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/omtiblog.com\/metarecords101\/wp-json\/wp\/v2\/tags?post=2880"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}