If the software brought you to this page, it is because of a very specific reason - you need to authorize (re-authorize) the connection.
I. You will need to be logged into QuickBooks as the Admin, and be in single-user mode.
Within QuickBooks, click Edit > Preferences > Integrated Applications > Company Preferences.
II. Then delete all instances of 'Treasury Software' (don't worry, we're going to add it back in a moment):
#1 - Click on the application name 'Treasury Software'
#2 - Click on 'Remove'
(repeat #1 and #2 if there is more than one instance)
#3 - OK.
III. In Treasury Software, close the current Integration Window
We're now going to reconnect QuickBooks.
Tip: Make sure that your QuickBooks company is still open, in single-user mode, and that you have admin rights.
IV. From the Treasury Software Home Page:
#1 - Click on the QuickBooks Software Integration Window
#2 - Click on the flashing QuickBooks icon in your taskbar.
#1 - Click on the third option, and
#2 - Continue
Congratulations - you should now be able to view your transactions in the Transactions Tab.
There are several different reasons why Treasury Software may not be connecting to QuickBooks. Here are a few of the common issues:
In the initial setup, you must be logged in as an Admin (or with Admin privileges) and be in single-user mode in QuickBooks for Treasury Software to connect and integrate.
If you are in a SQL Server or hosted environment, both QuickBooks and Treasury Software must be located in the same place (same server) in order to communicate. Sometimes the QuickBooks files or Treasury Software files are separated when changes are made by IT Admins.
It is necessary for all QuickBooks Updates to be installed—both in the company file and in the payroll module. Even if “Automatic Updates” is on, you may still want to rerun the updates to see if there are any new ones to install. (To install updates, you must close QuickBooks entirely and then reboot your workstation.)
In the more recent versions of QuickBooks, it is necessary for all listed users to have logged in with a password. If there are inactive users, they should be deleted. If an active user does not have a password, the Admin will have to assign one to them.
It is possible that the QuickBooks user does not have the proper permissions to integrate Treasury Software. They must have access to the bank register.
If integrating with QuickBooks Online, it is necessary to have Admin access. There also may be an issue with connecting because it is a SaaS (hosted) product and Intuit may be doing maintenance on the site or may be having technical difficulties.