4.3.5 Renewing the Security Certificate in QuickBooks

To initialize/update the integration certificate QuickBooks must be open in Single User Mode on the Presidio workstation.  After the integration is initialized, you can return QuickBooks to multi-user mode.  Once QuickBooks is open in single-user mode, follow these steps:
 
  1. Open Presidio Job Control and have at least 1 invoice in the queue
  2. From the Actions menu, select "Export Queued Invoices to QuickBooks"
  3. Check the invoice(s) to export and click "Export"
  4. QuickBooks will display a permission dialogue to approve the integration setup.  We recommend selecting the option to allow the integration only when QuickBooks is already open.  
  5. The invoice will be created in QuickBooks and the certificate will be updated.