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< Other back end systems  |  The cable connects the PDA but HotSync does not initialize the PDA so that it can communicate with QuickBooks. >
 
Steps in setting up Trakker on a PDA
 2/10/2010  by  lc

To set up a new machine:

  1. HotSync the new machine and assign a user name to it.   We recommend that you use a generic naming like "Truck 1" instead of "Sams PDA".  This HotSync user name is what we use to license each copy of Trakker.
  2. Right-click the "TK" icon in the systray and choose "install", then choose the name assigned in #1 above.
  3. HotSync to install the application.  When HotSync completes the PDA will begin the actual installation.
  4. Hotsync for the 3rd time to get the QB data.
  5. Go into maintenance on the application on the PDA and set up the parameters for your use, including the printer choice.  See the Users Manual for all of the options and their usage.
  6. If using the PrintBoy drivers, open the "print setup" application on the PDA and choose the printer and connection method.
  7. Do a test invoice in Trakker, and a test print.

Sounds like a lot to do, but only #3 will take some time as it loads everything for the 1st time.  If you have multiple units to set up you could do these one at a time, or move all the PDA units through the process at once.


< Other back end systems  |  The cable connects the PDA but HotSync does not initialize the PDA so that it can communicate with QuickBooks. >
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