The Neat Company Forums

Has anyone been successful with directly exporting to QB?  The instructions say to have my QB company file open but then tells me I need to close it.  When I do it cannot connect.  Tech help took control of my computer and could not solve it either.

Thanks, Dan

I was able to use both types of export to quickbooks.  You need to make sure that your company file is not being access at the time the export start, ie Quickbook is not started.

I was able to export to one of my company files, but cannot export to the other 2.  I have shut down quickbooks, stopped the running processes but still get the cannot connect to quickbooks error.  I am able to open the company file outside of neatworks.  Any ideas would be greatly appreciated.

thanks!!  

Danielca2:

Has anyone been successful with directly exporting to QB?  The instructions say to have my QB company file open but then tells me I need to close it.  When I do it cannot connect.  Tech help took control of my computer and could not solve it either.

If you are using QB 2007 on Windows XP you have to make sure you are logged in as an administrator user. I'm not sure if this is your problem, but I have been able to export to QB even with QB running. The export works fine for me but the end result is problematic - I have another forum thread on that topic though. I hope this helps.