Connecting AccountLinx/SyncLinx to QuickBooks (Local)

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.

• In-Depth: Using SyncLinx with QuickBooks
• In-Depth: Using AccountLinx with QuickBooks

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:

      

   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:

      

   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."

   

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:

      

   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:

      

   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