Connecting to QuickBooks

To establish a connection between Zed Axis and QuickBooks.  Follow these steps:  

  1. Before you start Zed Axis make sure that you have your QuickBooks company file open.
  2. To start Zed Axis, click on the desktop icon or select the application from the Start menu.
  3. The first time Zed Axis connects to a QuickBooks company file you will need to give Zed Axis permission to access the company file.  We recommend that you select always.  To do this you will need to be logged in with Administrator status.
  4. Zed Axis should now connect to QuickBooks, to confirm you are connected you should see the QuickBooks version information in the status bar.

If you encounter an error whilst connecting to QuickBooks refer to this article or raise a ticket.

 

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