How to Manage Integrated Applications in QuickBooks QuickTip

QuickBooks Preferences for Managing Third-Party Applications

QuickBooks gives you options for managing applications that interact with your QuickBooks company file. You can let third-party software (for things like credit card processing or payroll processing) have access to the data in your QuickBooks files—or not, depending on your preference. You can choose to prohibit applications from using your data altogether or have QuickBooks notify you before running an application whose certificate has expired (a certificate says that the application is authentic and that your data will only be used for appropriate purposes). There is also a list of the applications that have tried to open your QuickBooks data file, and you can manage the properties for those applications individually. To set your preferences for Integrated Applications:

  1. Choose Edit | Preferences from the QuickBooks menu bar.
  2. Click the Integrated Applications icon on the left pane and then click the Company Preferences tab.
  3. Choose either the Don’t Allow Any Applications To Access This Company file option or the option to Notify The User Before Running Any Application Whose Certificate Has Expired.
  4. If desired, click on any of the applications in the Applications That Have Previously Requested Access To This Company File list and remove or change the preferences for this application by clicking the appropriate button.
  5. Click OK to save your settings.


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