Initiate Connection/Permission

QuickBooks has security measure built in to protect your financials.  You must grant The Edge permission to post to or update mapping to your QuickBooks Company file.  This permission is managed in QuickBooks Preferences under the section “Integrated Applications.”  To prompt QuickBooks for this permission from The Edge (QBFC must be installed before this will work):

 

1.  Launch QuickBooks and open your QuickBooks company file.

2.  Resolve any QuickBooks reminders requiring your input (backups, updates, etc.)

3.  Launch The Edge.

4.  Select Administrative QuickBooks Setup QuickBooks Integration.

5.  Login with your ID and password.

6.  On the General tab, click the drop-down arrow on the Point of Sale Customer field.  This will initiate connection between The Edge and QuickBooks.  QuickBooks will begin blinking on your Windows task bar to alert you attention is required.

7.  Select QuickBooks.  You will be prompted to grant The Edge permission to read and modify your QuickBooks company file.