Why does the connector require QuickBooks to be open to run?
We've found that opening QuickBooks before running the connector speeds up the synchronization process tremendously.
I click the sync button and the connector freezes with the message 'Testing Connections.', what is happening?
If this is the first time you are running the connector, you need to grant permission to the connector to open your QuickBooks file. If you go to QuickBooks and see the this screen:
If you click on one of the options starting with 'Yes' the connector will continue the sync process. The last option will not require you to open QuickBooks before running the sync. This option will only work with the connector if the 'Keep QuickBooks running for quick startups' is set because we require that QuickBooks be running to use the connector for performance reasons. The setting appears in QuickBooks under the general tab in preferences as illustrated below.
I am getting this error message and don't know how to fix it:
This usually happens because QuickBooks is already open but there is a different company file open then the one the connector is trying to use. To fix this, just open the file that the connector is trying to open and try the sync again.