Connect to QuickBooks Desktop Edition

This form is reached from your Integration tab | Accounting Systems | QuickBooks Desktop.

Permissions and Settings

Before you can proceed you need the following:

1. The QuickBooks module enabled
2. The global permission Accounting System Interface set to Update

Connect QuickBooks with Projector

If you have not synchronized your computer with Projector previously, then you will need to follow these steps to connect the two applications.

Install Request Processor

The request processor is a program that sends information back and forth between Projector and QuickBooks. You can download it from this link.

QBXMLRP2Installer.exe

Install Projector 32 Bit

This part can be confusing if you don't know a lot about computers, but the non-technical version is that QuickBooks Desktop Edition is only available as a 32 bit program. Most computers these days are 64 bit. In order for Projector to talk to QuickBooks you have to install a special version of Projector. Please install the special version from this link.

https://secure2.projectorpsa.com/ProjectorUI32/OpsProjectorUI32.application

Once installed you should have a program called Projector 32 in your start menu.

When syncing with QuickBooks you should always run Projector 32. You can make sure that you are on the 32 bit version of Projector by choosing Help | About. The "bitness" of Projector is reported on the far right of the dialog.

Start QuickBooks

Follow these steps:

• Start QuickBooks and open your company file. 
• Log in as the QuickBooks Administrator - not just as a user with Administrator privileges (only required the first time you set things up)
• Check that you are in Single-user mode. Your mode is listed under the File menu in QuickBooks.

• Start Projector 32

Run Projector 32 from your Start Menu and go to your Integration tab. If you don't have an Integration tab then choose View | Integration from the menubar.

• Select QuickBooks Version

The choices in the list map to the year your QuickBooks was released plus the functionality it supports. These are not actual QuickBooks version names. Projector supports the following desktop versions of QuickBooks. 

• Start with Sync

Click the Synchronize Wizard button from Projector. 

Add Certificate

The following dialog is shown. Choose Yes, whenever this QuickBooks company file is open 

Then click Continue.

Click Done and Projector confirms the QuickBooks file it will sync to. After confirming the file path, finally click Yes.

If everything worked you are presented with the QuickBooks synchronization wizard. See the QuickBooks Sync Wizard page to learn how to use it.

Troubleshooting

Having trouble syncing? Try these tips.

Show Connector Info

Make sure that the QuickBooks connector is installed and functioning. You can test this by clicking the Show Connector Info button on the Synchronize Accounting screen. If you see the following message - Projector does not detect the presence of a QuickBooks connector - then you have a problem.

Failed to Locate QuickBooks

You may see one of two errors thrown about not being able to find QuickBooks. The first message - Failed to locate QuickBooks. Please ensure that a supported version of QuickBooks installed on this computer.

If you see the following error - Failed to locate QuickBooks. Please ensure that a supported version of QuickBooks is installed on this computer. If you are running Projector on a 64-bit Operating system, please contact Projector support for a QuickBooks connector that is compatible with your operating system.

Cannot Open Connection

If Projector cannot find your QuickBooks file then you will receive the following message - Projector was unable to open a connection to your QuickBooks company file. QuickBooks must be running and must have your company file open. Also, please check your Company Preferences in QuickBooks to make sure that the application Projector QuickBooks Synchronization 2011 has permission to access your company file.