QuickBooks Desktop

Before investigating any DataShare Connect error validate that the SME can access the data through their Accounting Package.

This is the best way to double check the SME is using the correct credentials and has the correct access permissions for the data they are trying to upload.

If the user is unable to access the data using the credentials in their possession then it follows that DataShare Connect will be unable to access the data using the same credentials.

For DataShare Connect to access QuickBooks Desktop data you will need to know;

• Which version of QuickBooks Desktop you want to upload from if you have more than one installation of QuickBooks Desktop installed.
• The Username and Password for the company data file you wish to upload
• Which QuickBooks Database file you want to upload data from.

The default username and password for QuickBooks Desktop set by Intuit is "Admin" without the quotes and <blank> e.g. no password.  

Supported Versions of QuickBooks Desktop.

DataShare Connect supports versions of QuickBooks Desktop which are supported by the vendor. However there are versions which are supported by DataShare Connect that the vendor no longer provides support for. To check if your QuickBooks Desktop version is compatible click here.

If QuickBooks Desktop is detected but DataShare Connect cannot manage the QuickBooks credentials correctly DataShare Connect will report "Accounting Package Not Found".

The error will be reported in the log file in the %appdata%\validis\logs folder.

This is the file that will be used by support to investigate and fix your issue. Visit this page for more information.

Ensure the latest QuickBooks updates are applied.

Ensure that the latest updates for your version of QuickBooks have been downloaded and applied. Some older versions of QuickBooks Desktop require all updates to be applied for correct operation of DataShare Connect.

If DataShare Connect does not detect QuickBooks Desktop correctly.

If DataShare Connect does not detect the QuickBooks Desktop package correctly check:

1. The registry key “Computer\HKEY_CURRENT_USER\Software\Intuit\QuickBooksCommon\QBFinder” must be present and contain at least one value where “data” is the path to the company file. If this key is not present it is most likely that the Company file was never opened on this machine and as such there is no registry record created.
2. The registry entry for QuickBooks Desktop could have become corrupted - but this is less likely. Check “Computer\HKEY_LOCAL_MACHINE\SOFTWARE \Intuit\QuickBooks”. It must contain a subkey for each QuickBooks Desktop version installed on that machine (“Computer\HKEY_LOCAL_MACHINE\SOFTWARE\WOW6432Node\Intuit\QuickBooks” for x64 machines).

If both the above keys are present in the users local machine and the application is still not detected you will need to log a ticket with DataShare Support.

If DataShare Connect refuses the QuickBooks Desktop credentials.

1. Ensure that the credentials are indeed correct by opening the same company file within accounting package using the same credentials - type them in rather than use credentials cached in the browser or password manager.
2. Restart QuickBooks services (QBFCService), or just restart the machine. Sometimes this service keeps a connection open to QuickBooks Desktop which prevents DataShare Connect from creating a new connection.
3. Close Quickbooks Desktop when trying to upload data with DataShare Connect to ensure that there is no other application preventing DataShare Connect establishing its own connection to QuickBooks Desktop . Having QuickBooks Desktop open during upload cause the QBFCService to prevent new connections.
4. Other causes and solutions can be found on this page.