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Quickbooks® Factoring Integration

Our exclusive technology connects our server to your Quickbooks® so you can factor directly from Quickbooks®. You will create your invoices in Quickbooks®, and upload the invoice data to our server. But first you need to setup your browser to create the communications channel so that our server can connect to your Quickbooks®.

Browser Setup Instructions

  • Make sure Quickbooks® and your Company File are open
  • Create your invoices in Quickbooks®
  • Login to our website and use the menu to go the page Invoicing > Add/Edit Invoice
  • On the next page, select "Import Invoices from Quickbooks by clicking here"
  • Our server will determine whether the browser you are using is Microsoft Internet Explorer® ("IE") or one of the Netscape® variants, such as:
    • Netscape®
    • Firefox®
    • Opera®
    • Apple Safari®
  • Our server will install our own custom ActiveX control if you are using IE, or our Netscape plugin if you are using one of the other browsers, which will create the communication channel between our server and your Quickbooks®
  • The images will popup as your mouse pointer rolls over the links, below

How to Install the Netscape® Plugin

  1. A message will popup stating that the plugin, "application/qb-21st" is unknown
  2. Click the "Manual Install" button
  3. A dialog box will popup listing "qb21st.xpi" as the name of plugin
  4. Click the Install Now button
  5. Restart your browser
  6. The Quickbooks - Application Certificate dialog box will popup up
  7. Click the 4th radio button labeled "Yes, always. Allow access even if Quickbooks is not running."
  8. Click the Continue button
  9. An Access Confirmation box will popup
  10. Click the Done button
  11. Go back to Quickbooks®
  12. Click Preferences in the Edit menu at the top
  13. Select Integrated Applications in the left panel
  14. Click the tab at the top labeled Company Preferences
  15. Note that the 21st Capital Corp application (plugin) has been installed
  16. Make sure that the checkbox labeled "Don't allow any applications to access this company file" is unchecked
  17. Also note that this is where you'll remove the plugin at some future date
  18. Click the OK button
  19. Your Netscape variant browser is now setup for 2-way communications with our server

How to Install the IE ActiveX control

  1. Click the top bar that has popped down & allow the ActiveX or plugin to be installed
  2. An IE Information Bar box will popup
  3. Click the Close button
  4. Click the yellow bar that has popped down at the top of the screen
  5. Click "Install ActiveX Control"
  6. An IE Security Warning box will popup
  7. Click the Install button
  8. The same "Quickbooks - Application Certificate" dialog box as number 6, above, will popup up
  9. Click the 4th radio button labeled "Yes, always. Allow access even if Quickbooks is not running."
  10. Click the Continue button
  11. An "Access Confirmation" box similar to number 9, above, will popup
  12. Click the Done button
  13. Close and restart IE
  14. Go back to Quickbooks®
  15. Click Preferences in the Edit menu at the top
  16. Select Integrated Applications in the left panel
  17. Click the tab at the top labeled Company Preferences
  18. Note that the "windows vista se build" application (plugin) has been installed
  19. Make sure that the checkbox labeled "Don't allow any applications to access this company file" is unchecked
  20. Also note that this is where you'll remove the plugin at some future date
  21. Click the OK button
  22. IE is now setup for 2-way communications with our server

Importing Invoices from Quickbooks®

  • You have already created invoices in Quickbooks®
  • Log back into our server
  • Login to our website and use the menu to go the page Invoicing > Add/Edit Invoice
  • On the next page, select "Import Invoices from Quickbooks by clicking here"
  • Our server will communicate with Quickbooks®
  • A list of invoices will be displayed labeled "Select Invoices for Factoring"
  • Click the checkboxes re the invoices you want to factor
  • Click Submit
  • If the customer has not been added to our database, you will be prompted to do so
  • Our invoice creation form will popup populated with your invoice data
  • Select/Add the Invoice Approver & Account Payable contacts
  • Click Save Invoice
  • Follow the same procedure for any other invoices in the queue
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