After install and registration, XpandedReports displays a QuickBooks integration wizard that walks through the steps of integrating with QuickBooks.  The following are detail integration steps that can be used to adjust XpandedReport QuickBooks access.

1. QuickBooks must be in Administrative mode for the integration screen to appear when XpandedReports starts. This means that it is required this first time that the user name be Admin and the password for that user will be required for access.
   
   
2. QuickBooks must be in Single-user mode to change Company Preferences. To switch modes, go to the File menu and select Switch to Single-user Mode.
   
   
   
3. Go to Edit | Preferences inside of QuickBooks.
   
   
   
   
4. Select the Integrated Applications icon on the left.
   
   
   
   
5. Select the Company Preferences tab.
   
   

   
   
6. Select XpandedReports in the Application list and press the Properties button.
   
   
   
7. Check the box next to Allow this application to login automatically and make sure the Login As; box shows Admin. (Note that the "allow . . . personal data" check box must be marked to provide access to information required for job costing and time reports.)
   
   
   
   
8. Click OK twice to dismiss both dialog screens