Although QuickBooks is open, either you have opened a company file different than the one paired with us or QuickBooks has no company open:
You can either open the file or adjust your settings to point to the file:
- In QuickBooks, go to File > Open / Restore Company and open your company file.
To run the web connector while the file is closed, follow these steps:
- In QuickBooks, open your company file.
- Press F2.
- Copy the file path from QuickBooks > File Information > Location:
- Login to Connex.
- Click configure.
- Scroll down and expand the tranaction section.
- Enter the location into the company file path field.