Authorize QuickBooks Desktop connector

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Audience: ERP Admin

Summary: This article explains how to authorize the MineralTree QuickBooks Desktop connector to work with your QuickBooks Company file. This is a one-time authorization for each Company file. 

  1. Login to QuickBooks as an Admin in Single User Mode. 
  2. Launch the MineralTree Connector (most likely shortcut on your desktop)
    • If you have not downloaded the connector, you can download it by signing into MineralTree as an Accounting Manager and navigating to Settings > Company Profile > Download Connector.Screen_Shot_2019-06-25_at_8.49.53_AM.png
  3. The QuickBooks Application will pop up with the below Certificate screen select the below options and then click Continue...:
    • Select “Yes whenever the QuickBooks company file is open” (4th option).
    • Select "Login as: Admin"
    • Check “Allow the application to access personal data…”

 Screen_Shot_2019-03-19_at_12.35.56_PM.png

4. Select Done and/or Complete on the next pop-up.

5. Confirm those same options in step 3 on the next window.

6. Switch QuickBooks back to Multi-user mode. 

7. Enter the token. When the connector asks you for a Token, you can get it in the MineralTree website by signing in as an accounting manager and navigating to Settings > Company Profile > "Get New Key"

8. The connector should then say "Synchronizing with Quickbooks."NOTE: It will say "Connected to Server" when the sync is complete. 

 

 

 

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