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What's important about the Application Certificate window

Only the QuickBooks Administrator will see this.

This window indicates that an application with a valid certificate wants to access one of your QuickBooks company files.

This is probably a normal part of your efforts to integrate QuickBooks data with a third-party application. To do so, click the appropriate "Yes" choice below.

We recommend that you back up your data prior to installing any third-party application.

Window regions

The Application Calls Itself

The application reports its name to QuickBooks, and this is where QuickBooks passes on the name. If the application does not have a certificate or has an expired or revoked certificate, QuickBooks can report the name but cannot verify it.

Certificate Information: Certificate Authority

Gives the name of the certificate authority—the organization that issued the verifying certificate. For details and questions about the trustworthiness of a particular certificate authority or digital certificate, please consult the certificate authority's Web site.



Prevents the application from accessing your QuickBooks files on this occasion. It may request access again at some future time.

Yes, prompt each time

Allows the application to access your QuickBooks file during this QuickBooks session only. Any future requests by the application to access your QuickBooks files will still need authorization.

Once this option has been selected, anyone logged into this particular QuickBooks file can authorize access.

Yes, whenever this QuickBooks company file is open

Allows the application to access the current company file whenever that file is open. If the application attempts to read and modify a different company file, you must again choose whether to authorize access.

Yes, always; allow access even if QuickBooks is not running

Allows the application to access your QuickBooks files at any time (unless QuickBooks has a different QuickBooks company file open). If QuickBooks is not running the application will launch QuickBooks in the background and automatically log in.

If you select this option and your company file has multiple users, you must also select a valid user that the application can log in as. The application's access will be the same as that of the user you select.

Allow this application to access personal data such as Social Security numbers and credit card information

Allows the application access to personal data; for example, you may require an application to access employee data to assist with expense reporting or time tracking.

Use great care when authorizing third-party applications to access personal data.

See also

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