Below are the setups required to authorize the MineralTree QuickBooks desktop Connector to work with your QuickBooks Company file. This is a one time authorization for each Company file.
- Login to QuickBooks as an Admin in Single User Mode
- Launch the MineralTree Connector
- From the QuickBooks Application Certificate screen perform the following:
- Select “Yes whenever the QuickBooks company file is open” (3rd option).
- Check “Allow the application to access personal data…”
- This is required for MineralTree to sync Vendor records.