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:
- Open Presidio Job Control and have at least 1 invoice in the queue
- From the Actions menu, select "Export Queued Invoices to QuickBooks"
- Check the invoice(s) to export and click "Export"
- 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.
- The invoice will be created in QuickBooks and the certificate will be updated.