Summary:
This article describes the selections to be made in the QuickBooks – Application Certificate for configuring of QuickBooks Integration module (QBI) and establish integration. This certificate will appear when you launch QuickBooks Integration Manager tool for the first time and attempt to connect to QuickBooks (QB). The certificate is a way of requesting QuickBooks to allow the integration module to modify data in the QuickBooks company file.

More Information:
Please review the Certificate Information to note that it is from Replicon.
Select the option to "Yes, whenever this QuickBooks Company file is open" or "Yes, always; allow access even if QuickBooks is not running" for the question – Do you want to allow this application to read and modify this company file?

The option "Allow this application to access Social Security Numbers, customer credit card information, and other Personal data" must be checked for the QuickBooks Integration to be able to talk to QuickBooks. This is a requirement from QuickBooks to allow other software application integrate to it, without which the data transfer is not possible.

This certificate may appear twice in which case same steps are to be performed again. The first time it appears, it puts the "Web TimeSheet Integration" option in the File menu in QB. The second time it appears, is when it allows the QuickBooks Integration module to connect to QuickBooks company file.

If this option was not selected during the initial setup, a QuickBooks administrator can set this later by following the below steps,

  • Log into QuickBooks company file as single user mode – admin.
  • Click on the 'Edit' menu -> 'Preferences' option.
  • Click on 'Integrated Applications', go to 'Company Preferences' tab.
  • Select the 'Web TimeSheet Integration manager for QuickBooks'.
  • Click 'Properties' button.
  • Enable "Allow this application to access Social Security Numbers, customer credit card information, and other Personal data".
  • Ensure that "Allow this application to read and modify this company file" is also checked.
  • Click OK.

Refer the attached screenshot: