Only the QuickBooks Administrator can do this.
There may be instances in which you want an integrated application—one
designed to share data with QuickBooks—to access QuickBooks files without
requiring authorization from a user. For example, you might want a particular
application to run at night when no one else is accessing the company file.
To enable an integrated application, add the application to the Integrated
Run the application while the QuickBooks file is open.
Read the documentation for your application to find out if it can integrate with QuickBooks. If so, follow the instructions specific to your application to reach its access point to share data with QuickBooks.
When you choose to share data with QuickBooks through your application, you are asked whether to allow access. Select Yes, always; allow access even if QuickBooks is not running and click Continue.
If the application is not signed the Confirm to Proceed window appears. Click Yes to accept the unsigned application.
The Access Confirmation window will list the application and the file you want to access. If this information is correct, click Done. The application will appear in your list of integrated applications in QuickBooks.
(Optional) If a timing feature is available in your specific integrated application, set it to
communicate with QuickBooks at the time you want. Refer to your application's documentation for more information about its timing features.
This requires leaving your computer on. If you leave the computer
unattended, it should be in a locked room or otherwise physically secured.
Once the application has been added to the list, your QuickBooks
Administrator may need to modify the way the application communicates with
QuickBooks. For example, the QuickBooks Administrator may select or change the login user in the Integrated Applications preferences.
Go to the Edit menu, choose Preferences, and then click Integrated
Click the Company preferences tab.
Make sure that the Don't allow
any applications to access this company file checkbox is
The Notify the user before running any applications whose certificate
has expired checkbox can be checked. If it is, however, automatic access
will be suspended if the application's certificate expires.
Select the appropriate application and click Properties.
Change any of the options.
If the company file has multiple users and Allow this application to
login automatically is checked, select a user for the application to log
Although you can permit the application to log in as any user you want, you
may want to create a user specifically for the application. This lets you
control the type of data the application can access.
If necessary, using whatever mechanism is available in the third-party
application, set it to communicate with QuickBooks at your chosen time.
Integrate QuickBooks with other software
Learn about applications that integrate seamlessly with QuickBooks
Allow QuickBooks-compatible software to access QuickBooks files
Restrict permissions for an application