This article can help with connection or sync issues with QuickBooks Desktop. It provides steps to troubleshoot and resolve the problem quickly and easily.
This article contains the following information:
- Ensuring proper configuration: Start with it before moving to troubleshooting solutions.
- Troubleshooting solutions: Go to this part of the article if ensuring proper configuration doesn’t help. It contains the following parts:
Ensuring proper configuration
For seamless connection and sync between CashFlow Central and QuickBooks Desktop, review the checklist below and make sure all the configurations have been appropriately set up.
Before diving into troubleshooting solutions, make sure that:
- QuickBooks Desktop for Windows is updated to version 2020 or later.
- The QuickBooks Desktop machine is powered on and has a stable internet connection.
- QuickBooks Desktop is open on the correct company file.
Please note:
-
The company name appears at the top of the application.
- If you need to change the company name, go to File folder → Open or Restore company.
- The Web Connector application is open and running.
How do you find the Web Connector?
- You can find the connector by searching for "Web Connector" in the Windows search bar.
-
If nothing appears, you can try locating the correct Web Connector in the files associated with QuickBooks Desktop.
- In the CashFlow Central Web Connector application, the Auto-Run checkbox is enabled.
-
The Every-Min field is set to exactly 1. Any other value may disrupt continuous connectivity between QuickBooks Desktop and CashFlow Central.
-
After verifying the correct setup, allow up to 2 minutes for the connection to be restored. Once 2 minutes have passed, go to your CashFlow Central account and select the sync icon at the top left to initiate the sync process.
Alternatively, go to Settings, select the Sync and import section, and select “Sync now” under QuickBooks Desktop.
Please note:
- QuickBooks Desktop and the Web Connector should stay open as long as CashFlow Central is in use.
- Refresh your browser if the connection process takes more than a few minutes.
Troubleshooting solutions
If, after ensuring proper configurations, the issue persists, try these troubleshooting solutions to resolve it:
- Reset connection
- Fixing Web Connector issues
- Resolving connection flow issues
- Sync Issues: Unable to communicate
Reset connection
If you encounter any sync or connection issues, resetting the connection should resolve most of them.
Follow these steps to reset your QuickBooks Desktop connection:
1 - Uninstall the application that has issues from the Web Connector:
a. Open QuickBooks Desktop with the correct company file.
b. In the Web Connector, locate CashFlow Central in the “Application” column.
c. Then, select the Remove button on the right side.
d. Select Exit at the bottom right corner. Ensure the Web Connector is closed (this step is REQUIRED).
2 - Ensure QuickBooks Desktop is open with the company file loaded.
3 - Reopen the Web Connector application.
4 - Open your CashFlow Central account.
5 - Select Settings. Then, select Sync and import in the Company section.
6 - Select Reset Connection.
7 - Download the Web Connector application file.
8 - Copy your password from the CashFlow Central installation dashboard and paste it into the Web Connector.
9 - When prompted, select Yes to save the password.
10 - Ensure the Auto-Run checkbox is enabled and Every-Min is set to 1.
11 - Select Verify connection. The connection may take up to 2 minutes to initialize before the Verify Connection process succeeds.
Fixing Web Connector issues
This section provides the solution for the following issues:
Invalid password and username
This error indicates an incorrect password in the Web Connector. The error will look like this:
To resolve the issue, follow these steps:
1 - Re-enter the correct password and press Enter on your keyboard.
2 - If you forget the password, follow the reset connection process outlined in this article.
That’s it. The error should be resolved now.
‘Application requested to abort’ error
This error usually occurs when the QuickBooks Desktop window is closed and the Sync Connection is being processed.
The error will look like the one in the picture below.
To resolve it, follow these steps:
1 - Open the QuickBooks Desktop on the matching company file and leave it open.
2 - Perform the sync process from your CashFlow Central account again by selecting the sync icon at the top left.
That’s it. The error should be resolved now.
Resolving connection flow issues
Below, you can see examples of the connection verification issues related to the CashFlow Central platform.
If the connection verification fails, check the following:
1 - The Web Connector should display a CashFlow Central entry.
2 - Be sure to go through the How to connect CashFlow Central to QuickBooks Desktop guide and complete the connection process.
3 - Enter the password as instructed.
4 - If none of the above steps helped to resolve the issue, perform the reset connection process outlined in this article.
If the issue wasn’t resolved after the reset connection process, perform the following actions:
- Select the Remove button in the Web Connector application.
- Restart both the Web Connector and QuickBooks Desktop.
- Redo the connection setup outlined in the reset connection section.
- If you see a red error message in the Web Connector, capture it and send it to the support team for further assistance.
Sync issues: Unable to communicate
This section contains the resolution of the following issues:
Web Connector issue
If there are no visible connections from the Web Connector, the following warning message will appear:
To resolve the issue, perform these actions:
- The machine is powered on and connected to the internet.
-
The Web Connector is open. Select Hide in Web Connector.
- The Auto-Run checkbox is enabled.
- Reset the connection and set a new password.
QuickBooks Desktop issue
If the issue originates from QuickBooks Desktop, you will see the following warning message:
To fix this issue, do the following:
1 - Open the correct company file and attempt to sync again.
2 - Close any active pop-ups or error messages.
3 - Close any open Edit forms in QuickBooks Desktop.
4 - Read the error message and take the necessary action. If unsure, contact support for assistance.
Most QuickBooks Desktop - CashFlow Central connection and syncing issues should be resolved by following these steps. If problems persist, contact the support team with error details for further investigation.