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Use Preferences to restrict access by QuickBooks-compatible software

To do this task

  1. Open the integrated applications preferences.

    1. Go to the Edit menu and click Preferences.

    2. In the Preferences window, click Integrated Applications in the list on the left.

    3. Click the Company Preferences tab.

    You can now check or uncheck the box that prevents any applications from accessing the current company file.

    You can also check or uncheck the box that requires QuickBooks to notify the user before running an application with an expired certificate.

  2. To modify the access of one specific application, select it from the list. You can permit or deny access to a single application by clicking in the "Allow Access" column next to the application's name. For more options, click Properties.

    In Properties you can check or uncheck boxes that allow the application to access QuickBooks company files, that require a prompt before letting the program access QuickBooks files, and that allow the application to log in automatically.

    Note: If the company file has more than one user ID, then when selecting "allow the application to log in automatically," also select the user to log in as.

  3. Click OK before exiting these screens or the changes you have made will not be applied.

See also

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