Product: QuickBooks Enterprise
Article Link: http://help.truecommerce.com/en/articles/3722918-transaction-manager-quickbooks-certificate-for-tm-integration
The QuickBooks Certificate is an authorization form located within QuickBooks that grant external software access to sensitive data stored within the company file. Transaction Manager utilizes this authorization in order to create, read, and update Customer/Vendor, Transactional, and Inventory details.
Without this connection you will be unable to Import/Export, or perform an Item/Partner Sync.
Viewing Integrated Certificates
In order to see if a Certificate exists for TrueCommerce you'll need to launch the Integrated Applications tab within your Preferences
Navigate: Edit → Preferences
Select: Integrated Applications → Company Preferences
Find: TrueCommerce QuickBooks Integration
If the TrueCommerce Quicks Integration application is missing or does not have the Allow Access checkmark you will want to follow the below section to add, or use the Reauthorize option to renew the certificate if expired.
Creating the TrueCommerce Certificate
In order to create the Certificate if it is missing you'll need to be logged in as Single-User Mode which requires all other users to be logged out.
Launch QuickBooks as Single-User Mode
When logged into Single-User Mode with Administrator Credentials, you are opening the company file to modification. This is required to grant permissions to QuickBooks for Transaction Manager.
Single-User Mode typically requires an administrator and will require all other users to be logged out
Enabling Single User Mode
Navigate: File
Select: Switch to Single-user Mode
TrueCommerce is unable to assist with logging into Single-user mode - be sure to engage your System Administrator if assistance is needed
Initiating the Certificate Prompt
Once inside QuickBooks under Single-User Mode and with Administrator privileges, any attempt to connect to QuickBooks from Transaction Manager will prompt QuickBooks for permission. You can perform an Export, Import, or a Sync to initiate the certificate prompt
Accepting the Certificate
After an attempt to perform an Export/Import/Sync from Transaction Manager, you will need to switch back to QuickBooks where you will find a new prompt from the system asking if you would like to grant permission to access your currently open company file. Since Transaction Manager by default only tries to interact with the currently open Company file, the following settings are recommended for your certificate:
Switch To: QuickBooks Application
Select: Yes, whenever this QuickBooks company file is open
Select: Continue
TrueCommerce does not utilize Social Security, or Customer Credit Card information - leave this box unchecked
Finished
You will now be able to access the company file through Transaction Manager, and you may switch back to Multi-User mode.
rev: 11/21/2023