How is a Transaction Pro product connected to QuickBooks Desktop (QBDT)?
Before launching Transaction Pro (Importer, Exporter, or Deleter) for the first time, open the QBDT company file to which the Transaction Pro product is to be connected.
For the initial connection, the user must be signed in as the ADMIN user and be in Single User Mode.
Only one QBDT company file can be open at a time when using Transaction Pro.
Wait for QBDT to completely open before launching Transaction Pro. Once QBDT is completely open, launch the Transaction Pro product.
The Transaction Pro product is now connected to the QBDT company file and ready for use.
If Transaction Pro will be used with multiple QBDT company files, then this process will need to be repeated for each company file for the initial connection to each.
Once the initial connection has been completed, users of Transaction Pro are not required to have Administrative rights. However, Transaction Pro users must have read/write access to the Chart of Account in QB as well as to any section in QBDT into which the user will be importing or any section out of which the user will be exporting.
If after performing the steps above, QBDT and Transaction Pro are having issues connecting, please reference the knowledge base article TROUBLE CONNECTING TO THE QUICKBOOKS FILE.