VirtualBoss works with QuickBooks to sync your Contact and Job information between the two softwares. Before you are able to sync your information with VirtualBoss, you need to set up a certificate with QuickBooks. Here are the steps you need to follow before you can sync.
- QuickBooks needs to be open on your Computer and logged in as the Administrator. This is important. Only the Admin login to QuickBooks can allow applications to set up a certificate for syncing.
- VirtualBoss needs to be installed and running on the same computer.
Once you have achieved the above steps, it's time to initiate the sync process. In VirtualBoss, go to File, then QuickBooks Synchronization.
Problems When Attempting To Sync
Depending on your computer setup, you may encounter a problem when attempting to sync your VirtualBoss software with QuickBooks. Here are some common issues you may run into, and how to solve them.
Can't Open QuickBooks
If you encounter this error, please follow these steps.
- Close VirtualBoss and then Right-Click on the program shortcut and go to Properties.
- Under the Compatibility tab, un-check the box next to Run this program as an administrator. Then hit Ok.
Now open VirtualBoss again and go to Options, then QuickBooks Synchronization.
QuickBooks Is Not Running.
If you see this message, check to make sure that you have QuickBooks already opened. This message may appear if you have QuickBooks opened, but are not logged in as Administrator.
Error (Line 1232): Could not start QuickBooks...
This message is often seen if you have not initially set up VirtualBoss to sync with QuickBooks. Please see the beginning of this section. This message can also appear if you are attempting to sync for the first time and QuickBooks is not running.