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Resetting you QuickBooks Connection

Last Updated: Mar 11, 2013 03:31PM EDT

Connection issues between a CRM (Salesforce, SugarCRM, etc.) and your Financial System (QuickBooks) may occur. Please look at the steps below to resolve.  

  1. Reboot the server where connector is installed.
  2. Login into the server with a user under which connector is installed. Make sure that connector is running.
  3. Double click in Window explorer on the file you are working with (test file in your case).
  4. When QuickBooks opens please make sure that there are no pop-ups during QB start. If there are pop-ups - do what they ask, close QuickBooks and return steps 3 and 4.
  5. Close QuickBooks. If there are any error messages during closing QuickBooks - repeat steps 3, 4 and 5 until no error messages appear.
  6. Make sure you change back to multi user mode.
  7. Make sure you leave QuickBooks opened without opening the file
  8. Edit/preference/general/Turn off pop-up messages for products and services

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