7.x Add a QuickBooks Company File | CLEARIFY

Adding a QuickBooks Company File

When you install QQube for the first time, and invoke the Configuration Tool from the Start Menu, you use the Configuration Wizard to get started, which includes adding of the first QuickBooks file.  

This instruction set is for those who are manually adding a company. 

If you have a Multi-User version of QQube, this step can only be performed under the server user where the synch actually takes place between QQube and QuickBooks. 

Step [1]

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

Step [2]

Create the specific Connection Users.

Step [3]

A window will pop up to to remind you to (a) login to the specific QB file as admin, and in multi-user mode, and (b) how to answer the pop-up that will occur in QuickBooks when you click on OK. 

NOTE 1: You can only have ONE instance of QuickBooks running.

NOTE 2: You cannot open QuickBooks via "Run as Administrator". If you see a small shield on your QB Icon, check the properties to remove that option.

Answer "Yes, always; allow access even if QuickBooks is running" on this screen

Answering "Yes..." will pop-up this authorization screen:

Answering "Yes" brings you back to original Application Certificate screen, where you will choose the QQube user you setup previously, before Continuing.

Confirm the access.

For QuickBooks Enterprise users, you will receive a second pop-up window, where you will enter the Custom Reporting User password (NOT the QuickBooks regular user).

Your new company will appear.

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