Connecting AccountLinx/SyncLinx to QuickBooks (Local)

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If you are connecting AccountLinx/SyncLinx to QuickBooks for the first time or re-establishing the connection between the applications, you will need to have the following ready:

  • Set QuickBooks to a single-user mode by going to Files and clicking Switch to Single-user Mode.
    • If you see "Switch to Multi-user Mode," then you are already in single-user mode.
    • For QuickBooks to allow third-party applications to connect such as AccountLinx, it must first be set to single-user mode. Once the initial connection has been made, QuickBooks can be switched back to multi-user mode.
  • Log in as an Administrator or equivalent user.
    • For QuickBooks to allow third-party applications to connect, an Administrator or equivalent user log in to QuickBooks, otherwise, QuickBooks will reject any attempt to establish a connection.

For The First Time

If you are trying to connect for the first time and have no experience with AccountLinx/SyncLinx, you can refer to our in-depth articles that cover the initial connection, setup, and use.

Connecting to QuickBooks

If you already have experience with using AccountLinx/SyncLinx and just need to make a connection (for example, setting up a new QuickBooks company file for your company), then you can refer to the following steps:

  1. Open your QuickBooks company file and set QuickBooks to Single-user mode by going to Files and clicking Switch to Single-user Mode.
  2. Log in to QuickBooks as an Administrator
  3. Open AccountLinx if it is not currently open.
  4. In AccountLinx:
    1. Go to Tools and click Exporter Settings.
    2. In the Exporter Settings window, click Select Exporter on the right-hand side.
    3. Look through the list and select QuickBooks with the logo like below:

      Data_Source.png

    4. Click OK.
  5. In SyncLinx:
    1. Go to Tools and click Select Data Source.
    2. Look through the list and select QuickBooks with the logo like below:

      Data_Source.png

    3. Click OK.
  6. An Application Certificate window should appear in QuickBooks asking if AccountLinx/SyncLinx is allowed to connect to QuickBooks. 
    1. Select the third option: "Yes, whenever this QuickBooks company file is open."
    2. Check the box for "Allow this application to access personal data such as Social Security Numbers and customer credit card information."

    Application_Certificate_-_01.png

  7. Click Continue and confirm the following window.

Reconnecting to QuickBooks

If you have already connected to the QuickBooks company file before and are trying to re-establish the connection, then you will generally not need to set QuickBooks to Single-user mode and/or sign in as an Administrator. For example, if you have received a new computer and are re-installing all of your applications. 

As we have already made a connection with the QuickBooks company file, QuickBooks will recognize AccountLinx/SyncLinx, so you should be all set. The only thing that you need to do is make sure that AccountLinx/SyncLinx are set up to work with QuickBooks.

  1. In AccountLinx:
    1. Go to Tools and click Exporter Settings.
    2. In the Exporter Settings window, click Select Exporter on the right-hand side.
    3. Look through the list and select QuickBooks with the logo like below:

      Data_Source.png

    4. Click OK.
  2. In SyncLinx:
    1. Go to Tools and click Select Data Source.
    2. Look through the list and select QuickBooks with the logo like below:

      Data_Source.png

    3. Click OK.

Re-Establishing a Connection

In the event that you are experiencing unexpected behaviour between QuickBooks and AccountLinx/SyncLinx, you can re-establish the connection by removing AccountLinx/SyncLinx as an allowed application in QuickBooks and remake the connection.

  1. Open your QuickBooks company file and set QuickBooks to Single-user mode by going to Files and clicking Switch to Single-user Mode.
  2. Log in to QuickBooks as an Administrator
  3. Go to Edit and click Preferences.
  4. On the left-hand side of Preferences, click Integrated Applications.
  5. Click the tab Company Preferences.
  6. In the middle of the window will be a list of applications that are allowed access to QuickBooks. AccountLinx/SyncLinx should be listed with a small checkmark under the "Allow Access" column. 
  7. Select AccountLinx/SyncLinx and click Remove.
  8. Refer to Connecting to QuickBooks

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