Table of Contents
These settings will display your current connection to a QuickBooks company. Use these settings to verify Fieldedge is connected to QuickBooks, or to pause your connection if using QuickBooks Desktop.
1. First, in the top right of FieldEdge, click Settings and then in the Company settings choose QuickBooks.
2. Next, verify your connection to QuickBooks or Pause/Retry the connection if using QuickBooks Desktop.
3. When finished you can freely leave the screen by navigating to a different area of FieldEdge.
If you are using QuickBooks Online only Version and Company Name will display as fields.
Displays if the connected QuickBooks is the desktop or online version of QuickBooks.
- Server Name
When using QuickBooks desktop, this field lists the name of the computer that has the associated FieldEdge QuickBooks Connector.
- Company Name
Lists the name of the QuickBooks Company that is currently connected to this FieldEdge database.
Displays the associated QuickBooks FieldEdge Connector id.
- Pause/Retry Connection
Select to Pause or Retry the connection to QuickBooks when using the desktop version.
- Note: You may need to switch QuickBooks into Single User Mode. Pausing the connection will allow FieldEdge to log out of QuickBooks so you can switch to Single User Mode.