Add Company File

Modified on Sat, 25 Jul at 11:11 PM

Overview

The Configuration Wizard adds the first QuickBooks company file when QQube is installed for the first time. Use this guide when you need to add another company file manually.

Review the Configuration Wizard guide

Where to perform this task

In a Multi-User installation, add the company while signed in as the server user that performs the synchronization between QQube and QuickBooks.

Before You Begin

Complete these requirements before adding the company:

Create the required QuickBooks connection users.
Open the company file in QuickBooks as the administrator and in multi-user mode.
Keep only one instance of QuickBooks running.
Do not open QuickBooks using Run as administrator. Remove that setting if a shield appears on the QuickBooks icon.

Add the Company File

1. Open Data Sources

Expand Data Sources, select QuickBooks Company List, and then click Add.

Add a QuickBooks company file from Data Sources

2. Confirm the QuickBooks requirements

Review the reminder, confirm that QuickBooks is open correctly, and then click OK.

QuickBooks connection requirements reminder

Authorize QQube in QuickBooks

QuickBooks will display several authorization windows. Complete them in the order shown below.

3. Allow QQube to access the company file

Select Yes, always; allow access even if QuickBooks is not running.

Answer Yes to the QuickBooks Application Certificate dialog

4. Confirm the authorization

Click Yes when QuickBooks asks you to confirm the access setting.

QuickBooks authorization confirmation for QQube

5. Select the QQube user

Return to the Application Certificate window and select the dedicated QQube QuickBooks user.

Select the dedicated QQube user

6. Finish the authorization

Confirm the access to complete the QuickBooks authorization.

Confirm QQube access to QuickBooks

QuickBooks Enterprise Only

QuickBooks Enterprise displays one additional window. Enter the password for the Custom Reporting User. Do not enter the password for the regular QuickBooks user.

Enter the Custom Reporting User password

Provide the Custom Reporting User password and continue.

Enter the QuickBooks Enterprise Custom Reporting User password

Confirm the Company Was Added

The new company should now appear in the QuickBooks Company List.

Verify the new company

Confirm that the company appears in QQube before adding another company.

New QuickBooks company listed in QQube

Adding more companies

Repeat this process for each additional QuickBooks company file you want to add to QQube.