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Allow QuickBooks-compatible software to access QuickBooks

Only the QuickBooks Administrator can do this.

You can extend the capabilities of QuickBooks by using integrated applications. When you do so, you can define how the application accesses your company file and how much information you want to share between the application and QuickBooks. The first time an application tries to access a company file, you will see an authorization window. You can then decide whether to authorize the application to:

  • Access the file that time only (by clicking “Yes, prompt each time”).

  • Access that company file in the future without asking (by clicking “Yes, whenever this QuickBooks company file is open”).

  • Access that company file at any time without asking (by clicking “Yes, always; allow access even if QuickBooks is not running”) if no other company file is open.

  • Deny the application permission to access the file (by clicking No).

Note: The application itself can specify certain levels of access to QuickBooks that it requires in order to run effectively. It can specify:

  • Level of read-and-modify access: Whether the application only requires read access of your QuickBooks data, or whether it must be able to read and modify your QuickBooks data. If the application requires the ability to modify your data and you don’t want to authorize it, you can deny the application access to the data.

  • Automatic login access: Whether or not the application requires the ability to automatically log in to the QuickBooks company file (even if the file is password-protected). If the application requires automatic login access and you don’t want to authorize it, you can deny the application access to the data.

  • Access to personal data: Whether or not the application requires access to personal data, such as employee Social Security numbers or customer credit card numbers. If the application requires access to personal data and you don’t want to authorize it, you can deny the application access to the data.

In some cases, the application developer may digitally "sign" the application. Associated with the signature is a certificate; if the certificate is valid and the application has not been modified since it was signed, the administrator will see the application’s name, the developer’s name, and the name of the certificate authority (the agency that issued the certificate). For questions and details regarding the trustworthiness of a particular certificate authority or digital certificate, consult the certificate authority’s Web site.

You might be able to get additional information about the application and its developer by going to the QuickBooks Solutions Marketplace.

If you want to permit applications to access QuickBooks files automatically, you might also want to restrict what those applications can do. You can set or modify permissions or restrictions for an integrated application in the Integrated Applications preferences, without waiting for the authorization window to appear.

See also

KB ID# H_SDK_APP_ALLOWING_ACCESS
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