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The request processor is a program that sends information back and forth between Projector and QuickBooks. You can download it from this link.

QBXMLRP2Installer.exe

 


Install Projector 32 Bit

This part can be confusing if you don't know a lot about computers, but the non-technical version is that QuickBooks Desktop Edition is only available as a 32 bit program. Most computers these days are 64 bit. In order for Projector to talk to QuickBooks you have to install a special version of Projector. Please install the special version from this link.

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When syncing with QuickBooks you should always run Projector 32. You can make sure that you are on the 32 bit version of Projector by choosing Help | About. The "bitness" of Projector is reported on the far right of the dialog.

 


Start QuickBooks

Start QuickBooks and open your company file. The first time you synchronize, you must be logged in as the QuickBooks Administrator - not just as a user with Administrator privileges.

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The choices in the list map to the year your QuickBooks was released plus the functionality it supports. These are not actual QuickBooks version names. Projector supports the following desktop versions of QuickBooks. 

ChoiceInfo
Desktop US Single Currency 2007+

 


Desktop US Multi Currency 2009+
 

Desktop Canada Single Currency 2008+
 

Desktop Canada Multi Currency 2010+
 

Desktop UK Single Currency 2008+
 

Desktop Australia Single Currency 2009+
 

Tip
titleQB Online

If you are using QuickBooks online then you should be reading this page instead.

 


Start First Sync

Click the Synchronize Wizard button from Projector. 

 


The following dialog is shown. Choose Yes, whenever this QuickBooks company file is open 

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Tip

Make sure that you are running Projector 32.

Make sure that the QuickBooks Connector is installed. In Add/Remove Programs you should have an entry called QBXMLRP2. If you do not then see the Install Request Processor section of this page.

 


Failed to Locate QuickBooks

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Tip

You most likely are not running Projector 32. Please install and use Projector 32 to synchronize with QuickBooks.

 


Cannot Open Connection

If Projector cannot find your QuickBooks file then you will receive the following message - Projector was unable to open a connection to your QuickBooks company file. QuickBooks must be running and must have your company file open. Also, please check your Company Preferences in QuickBooks to make sure that the application Projector QuickBooks Synchronization 2011 has permission to access your company file.

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Tip

The dialog message pretty much sums up the problem. Make sure that you have your QuickBooks company file open in QuickBooks. Then make sure that Projector has been authorized to your company file. You should see two listings:

  • Projector QuickBooks Synchronization
  • Projector QuickBooks Synchronization 2011

Both should have Allow Access checked. The screenshot below is from QuickBooks Pro 2014. It can be reached by choosing Edit | Preferences | Integrated Applications | Company Preferences tab.