Although QuickBooks is open, either you have opened a company file different than the one paired with us or QuickBooks has no company open:
You can either open the file or adjust your Connex settings to point to the file:
To open the file:
- In QuickBooks, go to File > Open / Restore Company and open your company file.
- Now you can run the web connector
To adjust your Connex settings to point to the file:
-This also enables you to run your web connector when the file is closed. QuickBooks must be running
- In QuickBooks, open your company file.
- Press F2.
- Copy the file path from QuickBooks > File Information > Location:
- Login to Connex.
- Click Manage at your connection.
- Expand the Transaction Tab.
- Enter the location into the company file path field.