This document provides instructions for integrating RigER software with QuickBooks accounting software. It details how to migrate data such as purchase invoices, bills, rental invoices, and sales invoices from RigER into the corresponding objects in QuickBooks. It also explains how to set up necessary configuration settings like tax codes, new inventory and expense items, and how to export data from RigER and import it into QuickBooks. The final step is to log into QuickBooks, accept the RigER certificate, and check that the data was successfully imported.

1. RigER and QuickBooks
Integration
User Guide
Confidential and Proprietary Information.
BelcaSoft and RigER name and logos are trademarks of Belca Soft Corporation
All other product or service names are the property of their respective owners
BOOST OILFIELD RENTALS

2. RigER has detailed information
Rental Unis and Serial Numbers, Rental Days
Quantity, Service, AdditionalFees, etc.
Discounts, Locations, AFE, PO, Job Number, etc.
QuickBooks will have aggregated info about operations:
Purchase, Sales, OilfieldRentals and Service
Integration Concept
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3. Data Migration
from RigER to QuickBooks
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4. RigER QuickBooks
Purchase Invoice Bill
Rental Invoice Invoice
Sales Invoice
Data Migration Map
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5. Purchase Invoice Bill
# and Date # and Date
Vendor and Address Vendor and Address
(add new if necessary)
Total Amount Amount Due
DueDate Bill Due
Tab
SubTotal Items, Amount Expenses / Account=Inventory Assets,Amount
Sales tax, Amount Expenses / Account=SalesTaxPayable, Amount
Purchase Invoice to Bill
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6. Rental Invoice Invoice
# and Date # and Date
Client and Address Bill to & ShipTo
(add new if necessary)
Tab
SubTotal Rental Fee, Amount Item=Rental Fee, Qty=1, Price=Amount
SubTotal Service Fee, Amount Item=Service Fee, Qty=1, Price=Amount
SubTotal Additional Fee, Amount Item= Additional Fee, Qty=1, Price=Amount
SalesTax, Rate SalesTax Item
CheckTotals
Rental Invoice to Invoice
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7. Sales Invoice Invoice
# and Date # and Date
Client and Address Bill to & ShipTo
(add new if necessary)
Tab
SubTotal Item, Amount Item=Sales of Goods, Qty=1, Price=Amount
SalesTax, Rate SalesTax Item
CheckTotals
Sales Invoice to Invoice
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8. Settings
RigER & QuickBooks
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9. RigER Global Settings
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Go to
Settings
Global Settings
Install QB
Libraries(Click to
the link and
follow the
instructions)
Activate Accounting Integration Module
1
2
3
Enter QuickBooksDatabase Path4

10. Accounting Code for Taxes
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Go to
Info
Tax Schemes
1
Enter QuickBooks
Tax Code for everyTax Scheme
2

11. Enter New Items for Bill
Materials RigER / Items / Materials
Goods RigER / Items / Goods
Service RigER / Items / Service
Rental Unit RigER / Items / Rental Unit
QuickBooks: New Items
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12. Enter New Items for Invoice
Rental Fee RigER / Rental Invoice /Total Rental Fee
Service Fee RigER / Rental Invoice /Total Service Fee
AdditionalFee RigER / Rental Invoice /Total Additional Fee
QuickBooks: New Items
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13. Export Data
from RigER to QuickBooks
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14. Export Data
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Go to
Accounting
Export Data
(QuickBooks)
1
Select Period, Documents and
Click Export
2

15. LoginTo QuickBooks
Accept RigER Certificate (at first time)
Check Imported Data
Enjoy!
Last Step QuickBooks
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16. Thank you!
BOOST OILFIELD RENTALS
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better and better each day!