First time connection (a one-time setup)
Before you begin, confirm that:
--ACH Universal and QuickBooks are both running on the same computer, and
--With QuickBooks open, you are logged in as the administrator for the QuickBooks company you want to work with and you are in single-user mode.
Enter into your account and select the QuickBooks tab > QuickBooks Integration.
Switch to your QuickBooks window. If nothing appears to be happening, QuickBooks is waiting for you to grant permissions.
Click on your Windows toolbar to access QuickBooks.
The first time ACH Universal attempts to connect to your QuickBooks company, you will be prompted by QuickBooks to grant access.
Please grant access to continue.
Note: You can leave the bottom check box un-checked.
QuickBooks will prompt your confirmation.
Note: If you do not grant access, you will be unable to continue.
Contratulations! You have successfully connected to QuickBooks.
Note: If you upgrade Treasury Software, change versions in QuickBooks, or install the software on a new computer, you may be prompted to grant permissions again.
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