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How do I initialize the integration between Kform Project Manager and QuickBooks? |
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To utilize the QuickBooks / Kform Project Manager integration features you must have QuickBooks Pro 2002 and higher or QuickBooks Premier 2002 and higher installed and running on your network system or workstation.
In order to allow the transfer of data between programs, both programs QuickBooks and Kform Project Manager must be opened. QuickBooks can be minimized on the task bar without affecting the use of the integrated features. To initial the integration between the programs, the user must be logged into QuickBooks as an administrator. The first time a QuickBooks integration feature is used in Kform Project Manager, the following QuickBooks warning message appears: QuickBooks company (your QuickBooks company name) – The application calls itself Kform. This application does not have a certificate. QuickBooks cannot verify the developer’s identity. Do you want to let the application share data with your QuickBooks company file?
Yes, This Time Yes, Always No
Click on the Yes, Always button to allow QuickBooks and Kform to share, import, and export data without receiving the QuickBooks alert message each time an integrated feature is used. Clicking on the Yes, Always button will return the following message: Because you clicked Yes, Always any application that calls itself Kform will be able to access your QuickBooks file without asking the user. Are you sure you want to do this? If you continue, you can revoke this permission later in the Integrated Applications area of Preferences
Click on the Yes button to allow QuickBooks and Kform to share and transfer data. After the initialization has been completed, users do not need to be logged in to QuickBooks as an administrator to utilized the integrated features.
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