QuickBooks Link Troubleshooting
Questions
When executing actions from CommitCRM to Quickbooks, I get an error message that says: "Error connecting to the specified company data file." What could be causing this?
Errors like this happen when QuickBooks has been re-installed or updated, and no longer grants the permissions needed for CommitCRM to preform the invoicing and import actions that the CommitCRM QuickBooks Link offers our community. Resolving this issue involves configuring Quickbooks to grant permission to CommitCRM to perform 3rd party actions in the QuickBooks Company File.
To do this: You need to have the QuickBooks Admin user login to the company file. QuickBooks integrated applications (such as CommitCRM) need the Admin user to grant permission to the company file the first time the utility is run. This allows the program to have the correct permissions to read and write transactional data to the QuickBooks data file.
- Log into QuickBooks as the Admin user
- Select Edit > Preferences and the icon for Integrated Applications
- Select from the Panel the application called CommitCRM
- Tick the application to grant it permission to QuickBooks data
- Re-open CommitCRM and try again