Reconnecting the DonorHub Cloud Connector to QuickBooks Pro
1) Either restart your computer or:
| Close QuickBooks. Then pull up the Windows Task Manager, and under the "Details" tab, kill any QBW32.exe or QBW.exe you see still running. |
2) Open QuickBooks and open the company file you’re wanting to reconnect.
3) Under the “Edit” menu, click “Preferences”. In “Integrated Applications”, click “Company Preferences”.
4) Select “DonorHub Cloud Connector” and then click “Remove”, and then “OK”.
Keep QuickBooks running. If it’s in your way, you can minimize it.
5) After logging in to your Staff Portal, enter the Control Panel and click Cloud Connectors. You’ll see the two steps needed to install and link the Cloud Connector on your computer.
6) Click the 2nd button to “Link your installed Cloud Connector”. Choose to “Open” the download. If your browser doesn’t give you this option, go to your Downloads folder in Windows Explorer and double-click on the file that just downloaded.
You should see your web browser pull up, asking you to login to your Staff Portal. Check the box to authorize this computer as the source of QuickBooks data. Then click “Approve”.
7) Be sure QuickBooks is still running and the appropriate Company file (*.QBW) is pulled up.
Click on “QuickBooks Pro - Donations” and then click “Edit Data Source”.
8) Click the “Connection String” button.
9) Then click “Use Current File”. Make sure the file name looks correct, then click “OK”.
Note: Also make sure "Read-Only" is NOT checked.
10) You will probably be prompted to approve DonorHub Cloud Connector in QuickBooks.
TntWare recommends that if given the choices shown below, choose "Yes, whenever this QuickBooks company file is open". (This is especially important for the 64-bit version of QuickBooks.)
11) Click “Continue”.
12) Click “Done”.
13) On the Cloud Connector app, click "OK", "OK" and "Close" and "Close".
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Always have QuickBooks running and open to the right company file before you run a data pump or post batches to QuickBooks from DonorWise.