Company Setup

The first time that you use a particular CCRSoftware application with a QuickBooks® company file you will be asked to “authorize” access to your data. This is why you must have the company file open as the “admin” user – only the admin user can authorize this.

 

Click the finish button in the wizard.

QuickBooks® won’t allow an outside application to access your company data without you giving explicit approval, as a security measure. This is a good thing! Applications cannot get to your information without you knowing what is going on.

When the application first accesses your QuickBooks company data (as a part of the installation process), QuickBooks will open an authorization screen similar to what is shown here. You must give the program permission to access your company data.

Select Yes, whenever this QuickBooks company file is open.

This is usually the most appropriate setting. There are other variations but this generally works the best. You can change these settings later in your QuickBooks preference settings.