1. The QuickBooks Company File has not been specified.
The QuickBooks sync requires that a company file be provided. This is to ensure that the sync will never connect to or synchronize data with an incorrect company file. To correct this issue, open the ‘QuickBooks’ tab of the ‘Integrations’ form (Setup -> My Company -> Information & Settings -> Integrations), click the ellipsis button to the right of the ‘Company File’ text box, and use the Open File Dialog to select the proper QuickBooks Company File.
2. QuickBooks never showed the ‘Authorize Integrated Application’ form.
The very first time you use the new QuickBooks sync, you will need to authorize the application. To do this, log into your QuickBooks company file as Administrator, then switch to Single User mode. Once in Admin, Single User Mode, open the open the ‘QuickBooks’ tab of the ‘Integrations’ form (Setup -> My Company -> Information & Settings -> Integrations). This should trigger the ‘Authorize Integrated Application’ form to display inside of QuickBooks. Now select either the ‘Allow when QuickBooks is Open’ or the ‘Allow even when QuickBooks is closed’ option, then click ‘Ok’.
3. The QuickBooks sync has been authorized, but will not connect.
This is usually caused either by an antivirus program blocking the sync, or from a corrupt installation of the QuickBooks XML Request Processor, which is a default part of the QuickBooks software. First, attempt to disable the antivirus software and make a connection attempt. If the attempt still fails, then you will need to repair the QuickBooks XML Request Processor. To do this, you must uninstall, then reinstall the newest version of QuickBooks that is installed on that system (NOT the version your company file uses). If you have QuickBooks 2012, 2013, and 2014 installed, and your company file is 2013, you still need to uninstall and reinstall QuickBooks 2014. Once you have reinstalled the newest version of QuickBooks, attempt to try to connect again, this time it should be successful.
4. The QuickBooks sync will not authorize, even in Admin Single User mode.
This issue is identical to the one above, and is usually caused either by an antivirus program blocking the sync, or from a corrupt installation of the QuickBooks XML Request Processor, which is a default part of the QuickBooks software. First, attempt to disable the antivirus software and make a connection attempt. If the attempt still fails, then you will need to repair the QuickBooks XML Request Processor. To do this, you must uninstall, then reinstall the newest version of QuickBooks that is installed on that system (NOT the version your company file uses). If you have QuickBooks 2012, 2013, and 2014 installed, and your company file is 2013, you still need to uninstall and reinstall QuickBooks 2014. Once you have reinstalled the newest version of QuickBooks, attempt to try to connect again, this time it should authorize properly.
5. The QuickBooks sync will sporadically fail to connect.
This issue is usually only encountered if the ‘Allow even if QuickBooks is not open’ option was selected when granting Office Tools Professional access to your QuickBooks file for the first time. If you used that option and QuickBooks required you to select a User for Office Tools Professional to ‘Connect As’, you will need to be sure that your staff never uses the user that was selected. If that user is already logged in elsewhere in your office, Office Tools Professional will not be allowed to connect to QuickBooks because the user is ‘Already Logged In’. To remedy this situation, you will need to either re-authorize Office Tools Professional in QuickBooks and selecting the ‘Allow only when QuickBooks is open’ option (by deleting the current authorization in Edit -> Preferences -> Integrated Applications, then opening the ‘Setup Default Items’ form from Setup -> QuickBooks -> Default Items), or by ensuring that the user you selected is never used outside of the Office Tools Professional QuickBooks Sync functionality.