QuickBoooks Connection and QuickBooks Synchronization

This section covers common issues and solutions related to connecting HandiFox to QuickBooks and synchronizing data between QuickBooks and HandiFox.

Restore the Connection Between HandiFox and QuickBooks

Problem: Sometimes you may notice that transactions or other data created or updated on handheld devices:

• Do not upload to QuickBooks
• Do not download from QuickBooks to the handheld device
• Warning messages in HandiFox Monitor, such as:

 *Connecting to QuickBooks under user x (repeated several times without connecting)
 *Cannot connect to QuickBooks
 *Cannot connect to ComAdapter.exe

These issues indicate that HandiFox is having trouble connecting to QuickBooks through the ComAdapter.

Solution: Restoring the connection is straightforward by restarting the ComAdapter (ComAdapter.exe).

Steps:

1. Open Task Manager on your computer.
2. Go to the Details tab.
3. Locate ComAdapter.exe in the list of processes.
4. Right-click ComAdapter.exe and select End Task or End Process Tree.
5. Navigate to the HandiFox installation folder (usually C:\Program Files (x86)\Tecom Group\HandiFox)
6. Launch ComAdapter.exe manually by double-clicking the file.

Note:
After launching ComAdapter, you can trigger the QuickBooks synchronization by either synchronizing a handheld device (depending on the HandiFox settings) or by restarting the QuickBooks connection. To restart the connection: right-click the HandiFox icon near the clock, select Stop QuickBooks Connection, and then right-click again and select Start QuickBooks Connection. By default, if HandiFox is running in multi-user mode, QuickBooks synchronization occurs every hour, but this interval can be changed in File → HandiFox → Settings → Advanced.

After performing this procedure, the HandiFox menu in QuickBooks will not respond. To restore access to HandiFox functions within QuickBooks, simply restart QuickBooks.

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QuickBooks Permission Errors

If you see error messages like:
"Failed to get ... Insufficient permission level to perform this action"
It means the current logged-in QuickBooks user lacks the minimum permissions required for HandiFox to function properly.

Solution:
Log in as a QuickBooks Admin and grant the necessary permissions to the users who log in to the company file on the computer where HandiFox is installed. Granting new permissions can be done via Company → Users → Set Up Users and Roles...
Below is a summary of the minimum permissions a QuickBooks user should have to ensure the proper functioning of HandiFox.

List of Permissions

Area	Activities	Access Level
ACCOUNTING
General Journal		VIEW
BANKING
Checks		VIEW
Credit card charges		VIEW
CENTERS
Customer center		FULL
Vendor center		FULL
CUSTOMERS & RECEIVABLES
Credit card refunds		VIEW
Credit Memos		FULL
Invoices		FULL
Receive Payments		FULL
Sales Orders		FULL
Sales Receipts		FULL
Statement Charges		VIEW

Area	Activities	Access Level
LISTS
Chart of Accounts		VIEW (without balances)
Customer & Vendor Profile: Sales Rep List Terms List		VIEW VIEW
Inventory Site List		FULL
Item List		FULL
Other Names List		VIEW
Price Level List		VIEW
Price Rule List		VIEW
SALES TAX
Sales Tax Code List		VIEW
VENDORS & PAYABLES
Adjust Quantity on Hand		FULL
Build Assemblies		FULL
Enter Bills		VIEW
Item Receipts		FULL
Purchase Orders		FULL
Transfer Inventory		FULL

Tip: Creating a role and assigning it to each user who logs into the company file on the computer where HandiFox is installed is easier and more efficient than granting individual permissions to each user. This role should include all the permissions required for HandiFox to synchronize properly with QuickBooks. Once assigned, all users with this role will have the necessary access, simplifying administration and ensuring consistent permissions.

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HandiFox Cannot Find the QuickBooks Company File After It Was Renamed or Moved

If you have renamed or moved your QuickBooks company file, HandiFox may not be able to locate it. The good news is that this is an easy fix. By updating one setting in the HandiFox.ini file and restarting the connections in the correct order, you can point HandiFox to the right company file and continue syncing with QuickBooks.

Step 1. Get the QuickBooks company file path

• Open QuickBooks.
• Press F2 or Ctrl+1 to open the Product Information window.
• Find and copy the full path to your company file under File Information.

Step 2. Open the HandiFox configuration file

• Locate the file named HandiFox.ini. By default, this file is stored in the HandiFox installation folder, usually C:\Program Files (x86)\Tecom Group\HandiFox.
• Open the file with a text editor such as Notepad.

Step 3. Update the path to the QuickBooks company file

• In the HandiFox.ini file, go to the section [Application].
• Find the parameter QBFile=.
• After the equal sign =, paste the QuickBooks company file path you copied in Step 1. Do not add any spaces after the equal sign.
  

Example of the Configuration File

Step 4. Save the configuration file

• Save your changes and close the text editor.

Step 5. Restart the HandiFox connections

• Locate the HandiFox icon near the clock in the Windows system tray.
• Right-click the icon and select Stop QuickBooks Connection.
• Right-click the icon again and select Stop Handheld Connection.
• Right-click the icon again and select Start Handheld Connection.
• Right-click the icon again and select Start QuickBooks Connection.

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How to Launch Task Manager

Option 1: Keyboard Shortcut (Fastest)

• Press Ctrl + Shift + Esc simultaneously.

Option 2: Ctrl + Alt + Delete Screen

• Press Ctrl + Alt + Delete simultaneously.
• Select Task Manager from the menu.

Option 3: Right-Click Taskbar

• Right-click an empty area on the taskbar.
• Select Task Manager from the context menu.

Option 4: Start Menu Search

• Click Start or press the Windows key.
• Type Task Manager and press Enter or click the app.

Option 5: Run Dialog

• Press Windows key + R to open the Run dialog.
• Type taskmgr and press Enter.

Option 6: Command Prompt or PowerShell

• Open Command Prompt or PowerShell.
• Type taskmgr and press Enter.

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