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8.4. I am having trouble connecting to QuickBooks. What do I need to set up to make it work?

Q:  I am trying to set up the QuickBooks Link, but when EstiMate tries to connect to it I get an error message that says "Failed to connect to running instance of QuickBooks.  Check to see that no dialog boxes are open in QuickBooks and try again".  There are no open dialog boxes, and QuickBooks and my company file are open.  How can I get this to work?

A:  There are only a few basic requirements that need to be met in order to use the QuickBooks Link, but it is important that you have these things set correctly otherwise the link will fail.

Here is a list of the basic requirements needed to connect to QuickBooks:

• A somewhat up to date copy of QuickBooks Pro or Premier.  Anything less then 2002 will not work.  We strongly recommend 2004 or greater.
  

• QuickBooks and EstiMate must be installed on the same machine.

• QuickBooks must be running, and the company file must be open.

• QuickBooks must be in Single User Mode. 

• You must be logged into QuickBooks as the Admin or with Administrative privileges.
  

• Make sure there are no dialog boxes open in QuickBooks.  It's fine if the Company Navigator or Chart of Accounts are open.

As long as you have met all of these requirements you shouldn't have any problems connecting to QuickBooks from EstiMate.  If you have made sure all of these settings are correct, but you are still having issues please contact us for further assistance.