Reinstall QB Sync Application in Windows

Step 1: Uninstall all prior versions of the ShulCloud-QuickBooks Sync

Windows 10: https://support.microsoft.com/en-us/help/4028003/windows-10-uninstall-apps-and-programs

Windows 8: https://answers.microsoft.com/en-us/windows/forum/windows_8-files/how-do-i-delete-or-uninstall-a-program-in-windows/a4cbeb29-2ca3-46f0-855f-ba5e8df2436c

Windows 7: https://support.microsoft.com/en-us/help/2601726

Step 2: Open the QB file

You must be on the computer that has QB installed and use the admin username and password.

Step 3: Install the latest ShulCloud-QuickBooks Sync App

You can get it at https://www.shulcloud.com/qbsync/setup.exe. If prompted to Run, then click Run. If the only option is to save, then save to your Downloads directory, find the file, and double-click it (this is not necessary if you are able to click Run).

Step 4: “Windows protected your PC” prompt

Not everyone will be presented with this prompt. If you are, click “More Info.”

Step 5: Click Run anyway

Step 6: Install

After a few moments, the following screen will appear

Click the Install button

Step 7: Enter Your ShulCloud Info

The next screen (ShulCloud QuickBooks Login) that comes up will ask you for the URL of your ShulCloud site and your email address/password (if this screen does not come up, please see the Windows 10 SmartScreen Filter Issue section below).

How to Find Your ShulCloud URL

Go to your ShulCloud site in Chrome. Click on the address bar ONCE, so that the URL of your site is highlighted in blue. Right-click ONCE in the blue, and then click Copy.

Now switch back to the ShulCloud QuickBooks login screen and click in the ShulCloud URL field. Right-click in the ShulCloud URL field, and click Paste:

Continue to enter your ShulCloud email and Password (if you don’t know these, please check with the main ShulCloud administrator for your synagogue.)

Step 8: Sync

Make sure that that you are logged in to QuickBooks as the primary admin user, then click Sync.

Step 9: Confirm in QuickBooks

Switch to QuickBooks. You should soon see the following screen (QuickBooks - Application Certificate). Select the option highlighted below, then click Done, and then Continue. Your sync should now continue and be available in the future.

 

Windows 10 SmartScreen Issue

A recent update to Windows 10 (version 1803) created an issue with certain types of applications. ShulCloud QuickBooks Sync is an example of an application that has been affected. If you did not get the screen in Step 7 automatically, please follow these directions: 

1. In the Windows taskbar at the bottom right of the screen (next to the time/date), click the small up-arrow to reveal all the icons of programs running in the background. Find the icon for Windows Defender.
2. Right-click this icon (there may not be a yellow triangle), then click View Security Dashboard in the sub-menu that pops up.
3. On the following screen, click App & browser control (your screen may look slightly different)
4. On the next screen, for the section labelled “Check apps and files”, change the setting from “Warn” or “Block” to “Off”, as shown with the red arrow (you will switch this back later).
5. On the next screen, for the section labelled “Check apps and files”, change the setting from “Warn” or “Block” to “Off”, as shown with the red arrow (you will switch this back later). After making this change, you will be be asked to confirm by the next screen, as shown below - answer Yes.
6.  Look on your Desktop for an icon labelled ShulCloud QuickBooks Sync. Double-click the icon. You will receive the screen below. Make sure you UNcheck the option to Always ask before opening this file, then click Run.
7.  Return to Step 7 above to complete the initial sync.
8. Once you have closed the sync application, return to Step 1 in this section to return the SmartScreen setting to its former value. This is a worthwhile security measure in Windows to keep enabled.