In order for Amicus Attorney by CARET to link with QuickBooks, QuickBooks must be configured to allow Integrated applications to connect. To do this QuickBooks supplies a Certificate that allows authentication of the application requesting a connection.
Configuring QuickBooks to allow a third-party connection
1
Open QuickBooks on the Amicus Attorney by CARET server
2
Log into QuickBooks as the administrator
3
Log into Amicus Attorney by CARET as an administrator on the server
4
In QuickBooks access Edit – Preferences – Integrated Applications
5
check off Notify the user before running any application whose certificate has expired
6
select Yes, always; allow access even if QuickBooks is not running
7
Select Login as Admin
8
Click Continue
If you do not get prompted for a QuickBooks certificate please ensure all QuickBooks modules (windows) are closed.
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