Quickbooks 2009 Upgrade - Integration

I've been integrated with 2009 since it was released with no problems.

Craig

I have a client who has recently updated their quickbooks to 2009. Now they are experiencing errors. they are running RMS 1.3.0xxx. I have a feeling it is because of their RMS version that is not compatible with Quickbooks 2009.

I do have clients running Quickbooks 2009 and RMS 2.0. they do not have any problems.

Andy,

My version is 1.3.1006 and I'm integrated with QB2009. I have had issues in the past with upgrading and losing my connection, but not this time. The biggest problem I had was reconnecting after I upgraded to Vista Business a while back, but I eventually worked through that. The issue was with the compatibility files Vista creates for some programs including QB2009. It screws up the name of the file and its location that you use to connect and you need to point to that file instead of the one you were using before the Vista upgrade. Not saying that is his issue, just that I am integrated using RMS 1.3.1006 and QB2009.

Craig

"Andy Miller - RVP Business Systems" wrote in message news: snipped-for-privacy@microsoft.com...

it turned out to be an easy fix. the RMS version is 1.3.0105 or something similar to that. they upgraded their quickbooks from 2006 to Quickbooks 2009. they were getting an error when trying to post to quickbooks, something like. the version of quickbooks could not be verified....

all we needed to do was make sure their Quickbooks 2009 program was running. and go to Manager. File > Configuration. Accounting tab. and click the retrieve button. RMS was able to automatically find where the new Quickbooks

2009 database file was saved and made the appropriate changes automatically. Quickbooks posting began working right away.

Craig, Can you give me some hint on how you were able to connect to Quickbooks with Vista? I have just recently upgraded to Vista and now I am not able to retrieve the quickbooks file.

Thanks

"Craig" wrote:

Tony,

It has been a while since I did this, but I was as confused and frustrated as you sound trying to figure it out. What I found is that Vista sucks........wait a minute that's not what I really meant to say, I digress. :-)

From doing a lot of trial and error I figured out that files that Vista doesn't seem to understand(why I don't know)it creates a compatibility file in a separate folder. These files look exactly like the original, but for some reason Vista handles them this way. Apparently Quickbooks company file falls under this classification according to Vista. I think you will find any report file you create with RMS on a Vista machine will get put in a different folder with a compatibility file also. Reports that you have created beforehand on an XP machine aren't effected. This makes it very hard to figure out problems when creating new receipt and report files sometimes.

Anyway........go into the area where Quickbooks says it has the company file stored, mine is at - C:\Users\Public\Documents\Intuit\QuickBooks\Company Files\C&C Tropical Paradise Pet Shop.QBW, and make sure that is what RMS is pointed to by going to File | configuration | accounting in Manager. In my case the location of my company file moved after I upgraded to Vista(again, not sure why as Vista made this move on its own) and I had to change it in RMS so manager could locate it.

I can't remember exactly what steps I had to do in RMS to do this since it's been a while since I did it, but I was able to figure it out and it's been working fine since then. Sorry I can't remember all the steps, but hopefully this is enough info to help you get it working.

All this info assumes you know how to get it working in the first place by configuring both RMS and Quickbooks properly. As far as I know there isn't any reason you shouldn't be able to connect with a Vista machine, It just takes a little longer to figure it out sometimes.

Craig