Are you unable to connect to QuickBooks using the QuickBooks integration button? Was it woking just the other day? There are a couple of questions you might want to ask yourself or your IT department.
1. Have you done all your QuickBooks updates? To verify this let's take a look at QuickBooks under the Help menu and select Update QuickBooks.
2. When the Update QuickBooks box opens select the Update Now tab and scroll down the list and see if anything needs to be updated. If it does select Get Update (see the red arrows) ** One thing to note if you do not have ADMIN privileges you will not be able to do this, so you will want to contact your IT department.
3. If there are updates please complete the Update process and exit out of QuickBooks and Treasury Software then re-enter both applications and try connecting again.
4. If there are no updates or doing the updates does not resolve your issue you will need to remove the Treasury Software certificate from QuickBooks and add the certificate back into QuickBooks. To do this you will need to be logged into QuickBooks as Admin and in Single User Mode.
5. Once you are logged in as Admin and Single User Mode you will need to select Edit then Preferences.
6. Then select Integrated Applications, then select Company Preferences, then select Treasury Software and then select Remove
7. Then select OK and then confirm the deletion by selecting YES.
8. Then you will see that Treasury Software certificate is gone. Once it is gone you can select OK.
9. Exit QuickBooks and Treasury Software, then open Treasury Software and open QuickBooks and make sure you login as the ADMIN in Single User Mode. Now we are going to add the Treasury Software certificate back into QuickBooks.
10. While is Treasury Software you will want to make sure you are in your account that you want to integrate with QuickBooks. Inside of Treasury Software select QuickBooks from the main menu, then select QuickBooks Integration.
11. Look down in your task bar at your QuickBooks icon it should be flashing. If it is flashing please select it.
12. When you open QuickBooks certificate should be open. You will want to select the 3rd option ( Yes, whenever this QuickBooks company file is open). Then select Continue!
13. Then you will want to select DONE on the Access Confirmation page.
14. Then the QuickBook Integration Wizard will start up. You will want to select Next on this page.
15. Then select your account you wish to use, then select Next.
16. The on this next screen you won't need to change because you have already populated your fields. All you need to do is select Next.
17. And you are done so just select FINISH!
18. If you are able to successfully re-connect you should see your data being populated!
If you have done all these steps and you are still unable to connect your QuickBooks back to Treasury Software please contact us at: Contact Support!
