Quickbooks Remove and Add Integrated Applications

Quickbooks Remove and Add Integrated Applications

The Integrated Applications features in QuickBooks enables compatible external programs to share data with QuickBooks. Your Company Preferences settings dictate which applications are allowed to communicate and share with QuickBooks. To remove an integrated application, you must edit permission settings in the Company Preferences window.

Remove Application

  1. To remove an integrated application, start by clicking the "Edit" menu and selecting "Preferences" to launch the Preferences window. Click "Integrated Applications" on the list located along the left side of the window, and then click the "Company Preferences" tab to load your Company Preferences settings. Remove the check mark located next to the integrated application you want to remove. Removing this check mark prevents the application from communicating with QuickBooks and accessing your company file.

How do I Reestablish the QuickBooks Connection?

If you need to reauthorize your integrated application to allow YOUR APPLICATION to log in automatically or you need to update your permissions or settings, you can do so in QuickBooks under Preferences. The following error may occur when attempting to Synchronize with QuickBooks if QuickBooks is not running:

Error while connecting to QuickBooks: Recent changes to your configuration require you (the QuickBooks Administrator) to go into the Integrated Applications preferences and re-authorize your integrated application to login automatically.

You may also receive a similar error if any of the permissions or settings for selected synchronization user have changed in any way:

Error while connecting to QuickBooks.
Could not start QuickBooks.

If you received the second error above and have trouble with the below instructions, you can also reset the link between QuickBooks and Activate.

To resolve these issues, you will need to reset the login option in QuickBooks Preferences:

  1. Log in to QuickBooks as Admin
  2. Switch to Single-User mode from the File menu
  3. Open Preferences from the Edit menu
  4. Select Integrated Applications in the list on the left
  5. Select the Company Preferences tab
  6. Select YOUR APPLICATION in the list and click Properties
  7. Remove YOUR APPLICATION from the Application Name list
  8. Close the Preferences menu in QuickBooks, but keep QuickBooks open
  9. Go back to YOUR APPLICATION  and run a Synchronization with QuickBooks
  10. You will now be prompted by QuickBooks to allow access
  11. There are 3 options to choose from in this prompt:
    • Yes, prompt each time
      This will force QuickBooks to prompt for a login each time a synchronization is processed.
    • PREFERRED OPTION FOR HOSTING ENVIRONMENT.   Yes, whenever this QuickBooks company file is open
      This will allow QuickBooks to synchronize transactions based on the permission level of the user who is logged in while the synchronization process is running. Activate will not be able to synchronize with QuickBooks closed.
    • Yes, always; allow access even if QuickBooks is not running
      This option allows YOUR APPLICATION  to synchronize with QuickBooks even if it is not open. YOUR APPLICATION  will use the level of permissions assigned to the user selected below this prompt.
  12. Choose the proper permission levels, check the box to Allow this application to access personal data such as Social Security Numbers and customer credit card information.

  13. Select Continue
  14. The synchronization will now complete
  15. If you chose the option to allow access while QuickBooks is closed, close QuickBooks and run another Synchronize with QuickBooks in YOUR APPLICATION .

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