Add/Remove a QuickBooks File in QQube 5.x | CLEARIFY

This How-To Guide is for QQube Versions 5.x

Adding a QuickBooks Company File

If you have installed QQube for the first time, and invoke the Configuration Tool from the Start Menu, you will use the Configuration Wizard to get started - including the adding of the first QuickBooks file.  This instruction set is for those who are manually adding a company. 

If you are not already in the Configuration Tool, open it up from the Start Menu:

Double click '+' sign to expand the Data Sources option and click Add  

A window will pop up to give you further instructions.  You will need to create the recommended connection users, then Login as Admin to QuickBooks.

If you are running Enterprise Solutions 10 or greater, you will be prompted for the password for the Custom Reporting user you created during the step above.

Your new company will appear.

Repeat the above steps for each additional company you wish to add to QQube. 

Removing a QuickBooks Company File

This will remove the highlighted Company file and the associated company data.