QUICKBOOKS
      Back to home
      1. Knowledge Base
      2. PRACTICE MANAGEMENT SOFTWARE INTEGRATION
      3. QUICKBOOKS

      Troubleshooting Quickbooks Certificate Pop

      Check SPC Configuration

       

      Click the "Setting" tab on the left of the SPC and the "Financial" Tab at the top.

       

      2017-04-24_9-39-56.png

       

      Verify the Data Path. From QuickBooks, press the F2 key. The "Product Information" panel should open. Copy the data path as it appears in the location field in the "File Information" section

       

      2017-04-24_9-45-41.png

       

      The Username in the SPC needs to be "Admin" with a capital A. The password should be the admin password set by the user

       

      Check if QuickBooks is in Single User Mode

       

      With QuickBook open, click on the file menu. The 7th option should read "Switch to Multi-user Mode". If not, click on "Switch to Single-user Mode"

       

      2017-04-24_9-25-35.png

       

       

       

      Check if the Certificate has already been added

       

      Click on the edit menu and select Preferences

       

      2017-04-24_9-30-16.png

       

      Click on "Integrated Applications" to the left Then on "Company Preferences" at the top. From this tab all currently connected apps will be displayed. If DPO is already on the list, click "Reauthorize" to the right

       

      2017-04-24_9-33-10.png