Here are a few common troubleshooting steps that you can take when you are having trouble connecting to QBD.
First, make sure the following is true...
A) You must access CashFlowTool.com from the same computing environment in which QuickBooks is running. If you are using a hosted virtual server, ensure that you open your browser (e.g. Chrome, Edge) from within the same virtual environment that your QBD is hosted.
B) It is best to use the following browsers
- IE (Use one of the above two preferably)
C) Your version of .NET is updated to at least 4.6.2 ( Update .NET Here )
D) QuickBooks is running and the company file is open (Run as admin if it is the first time linking)
If all of that checks out then begin to try the following...
1. Verify that integrated applications are allowed for this company file.
- In the Edit menu of QuickBooks, choose "Preferences."
- Then select "Integrated Applications"
- Open the "Company Preferences" tab.
- Verify that the first option that says "Don't allow any applications to access this company file" is unchecked.
- Review the list of Application below, if there are any entries for "BBC Easy" or "Finagraph", select them and click the "Remove" button so that you can start fresh with a new link attempt.
- Go back to your CashFlowTool.com and try again
2. Verify that there aren't any pending updates for QuickBooks.
- In the Help menu choose "Update QuickBooks"
- Open the "Update Now" tab.
- Click the blue button with the lightning bolt labeled "Get Updates" and let the system proceed with any updates.
- When the updates complete, close QuickBooks completely and then re-open it.
- Go back to CashFlowTool.com and try again
3. Check the status of the QuickBooks process in Windows Task Manager.
If the FinancialLink is still unable to find the QuickBooks file, there are a couple more things to check using the Windows Task Manager:
- Open up Task Manager: Right click on the Task Bar on your desktop and choose 'Start Task Manager'
- In Windows 7: Open the Processes Tab.
- Windows 8: click "More Details" and then open the Details tab.
- Click the button to show processes from all users
- Windows 7: In the view menu choose "Select Columns"
- Windows 8: right-click on a column header to "Select Columns"
- Scroll to through the list and find "UAC virtualization" (3rd from the bottom). Check the box and click OK.
- Look through the list of Processes and find QBW32.exe (if QuickBooks isn't running yet, go ahead and start it and log into the right company)
Some things to look for:
- Is there only one QBW32.exe shown in the list? If there are more than 1, close QuickBooks, and then use the Task Manager to "End Task" on any that are still open. Then open up QuickBooks again and try to connect again
- What does the QBW32.exe show in the "UAC Virtualization" column? It should say "Disabled" if it says anything else, then QuickBooks was started in an "Elevated" mode and you'll need to look at the shortcut used to start the program. In order to connect, QuickBooks must not have been started with the "Run as administrator" option - that is different than logging in as the QuickBooks Admin account. Close QuickBooks and reopen without the "Run as Administrator" option, then try again.
4. Install Windows Updates and reboot the computer.
The Windows operating system may have a lock on the company file or a block on the communication port preventing 3rd party applications from access.
- From the start menu, search for "Control Panel" and open it.
- In the search bar type "update"
- Click the link for "Check for Updates"
- Install any updates that are available.
- Reboot Windows. (****You may need to reboot twice****)
- Go back to CashFlowTool.com try again
If you're still unable to link with QuickBooks for Windows, please contact Finagraph Support for further assistance by using the "Submit a request" link at the top of this page.
As a last resort you may even need to uninstall Chrome, restart your system, and reinstall it.