If you are unable to establish a connection to QuickBooks even though you have the program open, you may need to switch Quickbooks to Single-User Mode as and Administrator to set up the initial connection, then switch it back to Multi-User mode, here are some steps to guide you through this:
1. Logged in to QuickBooks with administrator account
2. Go to File - choose Switch to Single user mode
3. Make sure that QuickBooks allows other programs check under File> Edit> Preferences, click on Integrated Applications then Company Preferences - ensure "Don't allow any application to access this company file" is not be checked off
If you have "Unnamed Application" listed, click on Remove OR check the Properties and verify the access rights area as follows:
4. Open DS|Manage and allow the DS program to access the Quickbooks data. Go through the set up for the tax codes and divisions matching.
5. Set-up "Upon Receipt" in the Quickbooks Payment Terms
•Go to the Lists menu, choose Customer & Vendor Profile Lists, and then click Terms List.
•Click Terms at the bottom of the list and click New.
•In the Terms field, enter a word or phrase that will help you recognize
the terms when you use the Terms list (what you enter here appears on the
list).
OR
Add the QuickBooks Payments terms to DS|Manage's
Payment Terms
6. Switch back to Multi-User Mode, if required, to do this:
Go to File - choose Switch to Multi-user mode
