Process for first access to QuickBooks Company File

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  1. Open QuickBooks in single user mode, signed on as the administrator or as a user with full administrator rights.

  2. Process GL Entries for the new community from Accounting Detail > General Ledger - Pending GL Entries.

  3. First time Property Manager tries to access a company file this box will appear.

  1. Select ”Yes, always; allow access even if QuickBooks is not running.”, and click Continue… and you will be prompted to proceed or cancel.

  1. Click Yes.  You will get the following, giving you one last chance to back out.

  1. Click Done.

  2. Next from the main menu select "Edit > Preferences" to open the preference window, Click on Integrated Applications on the left side, and the Company Preferences tab:

  1. From this screen click on the "Properties" button (middle right hand side of screen), which will open up the following screen:

  1. Make sure that the window looks like the one above, click "Allow this application to login automatically”.

  2. Click OK on this window, then OK of the previous window and your all set.