Error: Unable to connect to QuickBooks or a QuickBooks company file

Axis

When Zed Axis attempts to connect to QuickBooks desktop or a QuickBooks company file you get an error message of "Unable to connect to QuickBooks" or "Please connect to a QuickBooks company file" (If you are trying to connect to QuickBooks Online (US) click here)

Please follow these steps to troubleshoot this issue:

Step One: Checking your QuickBooks setup

  1. Ensure that you have QuickBooks installed, the latest QuickBooks updates have been applied, your company file open, and we recommend that you login to Windows & QuickBooks as the Administrator or with Admin permissions.
  2. When promoted by QuickBooks give Axis permission to access the QuickBooks company file.
  3. Check that you meet the minimum systems requirements to use Zed Axis Zed Axis System Requirements.
  4. If you are using Microsoft Vista or 7, please ensure that you have User Account Control  (UAC) set to On or Always Notify. (if changing UAC you will need to reboot Windows for the change to take affect). However if you are using a 64bit version of Windows and you receive an unable to connect message you should turn UAC off, reboot and then try a connection.

Step Two: Refresh your QuickBooks interface files

When Zed Axis attempts to connect to QuickBooks but is unable to establish a connection, it may be caused by a corrupt or unsupported QuickBooks interface, to refresh the interface follow the steps below:

  1. Back up and safely store your QuickBooks company file
  2. Search for the file Reboot.bat (found in C:\Program Files\Intuit\QuickBooks) and run that file As Administrator (mouse over file and right click to select As Administrator)
  3. Reboot your PC and try to connect.
  4. If that does not work then download, unzip and run this file.  If will update your QuickBooks interface files.
Step Three: Run the SDK Diagnosis Tool
  1. Download, install and run the SDK Diagnosis Tool to determine if the problem is QuickBooks or a Axis issue.
  2. If you are unable to connect with the SDK Diagnosis Tool then it may be because your QuickBooks interface files may have been overwritten, please follow these instructions to clean up your installation.
  3. If you are still unable to connect then it is a problem with Axis please raise a ticket with support and include the following:
    1. The version of QuickBooks that you are using,
    2. The version of Zed Axis you are using.
    3. Attach the file called qbsdklog.txt on Vista and Windows 7 it should be located in C:\ProgramData\Intuit\QuickBooks , on XP you will find it in this folder C:\Program Files\Common Files\Intuit\QuickBooks
    4. Attach the SDK Diagnosis Tool error report
    5. The error message you are receiving and we will endeavour to correct this as soon as possible.

 

Troubleshooting Specific QuickBooks Error codes:

0x80040404 - indicates that the version of QuickBooks currently running does not support 3rd party applications connecting to it, please confirm that you meet the Zed Axis System Requirements
0x80040409 - indicates that the version of QuickBooks currently running cannot work with the provided data file
0x8004040A - indicates that the data file already open is different from the requested one. 
0x80040154 & 0x800401f3- indicates a permission error to access QuickBooks via an application
0x8004041c & 0x800401f3 - If you are running 64bit windows then please try with UAC switched off
qbXML components have not been installed - please follow these instructions provided by Intuit.

Other possible causes:

Permissions on the folder that contains your QuickBooks company file
In some instances the folder that holds your QuickBooks company file may not have sufficient permission.  Please ensure it has Full Access, right click on the folder and select Properties > Security and select Full control

 Running the QuickBooks application as Administrator
If you have run QuickBooks with elevated permissions (ie with the shield) then Axis will not be able to connect to QuickBooks,  please close QuickBooks and run at a non elevated mode and try and connect.

Running multiple releases of QuickBooks on one machine
If you are running multiple releases of QuickBooks on the same machine ie (2008 & 2009, or Canada and UK) then you may have installed an older version after the latest release, if you have you will need to follow the instructions on this article to resolve this issue.

Older versions of QuickBooks 
If you are using an older version of QuickBooks, then you may not be able to connect to QuickBooks.  To correct this issue follow these steps (Intuit Support have an alternative approach listed in here):

  1. Login to QuickBooks and your company file as Administrator in single user mode
  2. Select the company preferences Edit > Preferences > Integrated Applications > Company Preferences
  3. For each application listed we are going to uncheck the ability to login automatically:
    1. Highlight the application and click the Properties tab
    2. Un-check the box which says "Allow this application to login automatically".
  4. Restart QuickBooks and reset the login automatically mode and a user with sufficient permissions
  5. Login again as Administrator in single user mode
  6. Select the company preferences Edit > Preferences > Integrated Applications > Company Preferences
  7. For each application listed:
    1. Highlight the application and click the Properties tab
    2. Check the box which says "Allow this application to login automatically" and select a user with admin permissions
  8. Restart QuickBooks.
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I followed all the steps listed here just short of uninstalling, although I did do a Repair. None of it worked. But I opened another acct that I have on QB and it worked. Frustrating. So I reopened the acct I wanted to work on and narrowed my dates down to just one month, instead of 2, and it worked. I might have been over taxing the program to have too many transactions to export, so you may want to add that to your possible solutions. Sharlee
Sharlee Maher (February 27 at 7:47 PM)

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