As mentioned in the dialog box, make sure that QuickBooks is open, and has your company file loaded. The Payment Terminal requires QuickBooks be open, and have a company file loaded (i.e. logged in, not waiting for a user to log in), as it uses the credentials for the currently signed in QuickBooks user to authenticate its connection to QuickBooks. Once QuickBooks is open/signed in, click Retry.
Solution 2: Close any dialog boxes that are currently open
Certain dialog boxes will cause the QuickBooks interface to lock up (including Print Preview, many Report views, Preferences, and others). If this occurs, QBFC will also stop responding, and display this error. Therefore, make sure that there are no dialog boxes or extra windows open in QuickBooks, and click Retry.
Solution 3: Make sure the Payment Terminal is allowed to connect to QuickBooks
After updates to the Payment Terminal and/or QuickBooks, it may be necessary to re-allow the Payment Terminal to connect to your company file. The steps below can help you restore this connection.
If you have not yet allowed the Payment Terminal to connect to QuickBooks as a part of the installation procedure, review the integration installation instructions.
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Log in as the QuickBooks admin user
This step is only applicable for multi-user QuickBooks company files
If you're not already signed in as the QuickBooks admin user, log out of your company file by opening the File menu in QuickBooks, and selecting Close Company/Logoff. Then, reopen your company file, and sign in as the admin
user and password.
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Open the Integrated Applications preferences.
Open the Preferences window by going to the Edit menu, and selecting Preferences. Then, click on the Integrated Applications tab on the left-hand side, and select the Company Preferences tab at the top.
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Verify the Payment Terminal is allowed.
Make sure that the Don't allow applications... checkbox is unchecked. If Payment Terminal exists within the Integrated Applications list, ensure that it is checked. Then, click OK.
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Retry the connection.
Close any preferences windows in QuickBooks, and switch back to the Payment Terminal. Then, click Retry.
- Accept Application Certificate Prompt
Select the the option for "Yes, Whenever the QuickBooks Company File is Open" and press Continue, then Done, when prompted.
Solution 4: Verify QuickBooks is not running as a Windows admin
QuickBooks should not be run as the Windows administrator (i.e. by clicking Run as Administrator, or using UAC/User Account Control), unless specifically instructed by support staff. Doing so can cause issues with applications like the Payment Terminal. If QuickBooks automatically launches in this manner (e.g. asks to make changes to this computer), follow the steps below to resolve this.
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Locate your shortcut and executable.
The steps below will need to be repeated in two different places on your computer - the shortcut file you use to launch QuickBooks (e.g. on your desktop, task bar, or Start Menu), and the executable file QuickBooks uses. To locate this file, right-click on the shortcut on the desktop/Start Menu (or, if in the task bar, close all QuickBooks windows and shift-right-click), and select Open file location.
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Locate your shortcut and executable.
The steps below will need to be repeated in two different places on your computer - the shortcut file you use to launch QuickBooks (e.g. on your desktop, task bar, or Start Menu), and the executable file QuickBooks uses. To locate this file, right-click on the shortcut on the desktop/Start Menu (or, if in the task bar, close all QuickBooks windows and shift-right-click), and select Open file location.
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Disable running as administrator for all users.
Uncheck the Run this program as an administrator checkbox, then click Apply. Then, click the Change settings for all users button, and uncheck the checkbox there as well. Finally, click OK on both windows.
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Restart QuickBooks.
Close all QuickBooks windows on this workstation, and relaunch using the newly-repaired shortcut. Open your company file as normal.
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Retry the connection.
Switch back to the Payment Terminal, and click Retry.
Solution 5: Close secondary company file
Integrated applications cannot connect to QuickBooks while two company files are opened simultaneously. Close one instance of QuickBooks and retry relaunching the Payment Terminal.
Solution 6: Reset QuickBooks Updates
If this error occurs when the user is selecting a customer within Single Customer, the user will likely need to Reset Quickbooks Updates
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