Trouble Exporting Quotes into Quickbooks

Trouble Exporting Quotes into Quickbooks

If you're unable to export Quotes to Quickbooks, there are two possible causes:

1)  If only one user is having the problem, it is usually because they started Quotewerks first or that Quickbooks was not signed on to the company file;

2)  If it's not working for anyone, the best thing to do would be to re-establish the Quickbooks "trust" with the QuoteWerks app.  Follow these steps:

-  Open your company file as Admin in single-user mode



-  Start Quotewerks and click on the Quickbooks button (upper-right)



-  Click on  the Setup button (lower-left).  



-  You will see a message from Quickbooks asking if Quotewerks should have access rights to interact with your company file.  Choose "Yes, whenever this Quickbooks company file is open" and then click Continue.



- Now retry the export to Quickbooks.


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