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Installing ActiveX with Windows XP, Service Pack 2

Answer ID: 1846

To properly resolve issues with installing the QuickBooks Online (QBO) ActiveX Control, follow the steps below in the order given.

Standard Installation Issues:

Basic Troubleshooting:

Advanced Troubleshooting:

Internet Information Bar
After installation of Microsoft XP SP2, the Microsoft Information Security Bar is "On" by default, and you'll be prompted to click the Information Bar to install any Web site's ActiveX control. This includes the QBO's ActiveX control.

  1. Go to https://qbo.intuit.com
  2. Log in to your company.
  3. You'll see: 

     
  4. Click anywhere on the bar.

  5. Click Install QBOAX10.CAB when the security warning comes up.

I did not see the Internet Information Security Bar
You may have turned off the Information Bar. It will need to be turned on to successfully install our ActiveX control.

There are two options: you can either add our site as an allowed site or edit your Internet options.

First option -  To add our site as an allowed site

Important: If you don't have administrator access rights or if you have signed into the computer as a guest, you will want to log in as an administrator or have the administrator follow this process.

  1. In Internet Explorer, click Tools in the upper toolbar or click on the Tools icon.
  2. Select Internet Options.
  3. Click the Security tab and select the Trusted Sites zone.
  4. Click the Sites button.
  5. Under "Add this Web site to the zone:" type, https://qbo.intuit.com
  6. Click Add and then click OK.
  7. Now try the standard steps to install ActiveX. If they fail, continue with troubleshooting steps.

Note: By selecting this option, you should be able to install the Active X, but once installed you may want to remove the trusted site so that you do not receive consistent messages requesting that you confirm the trusted site.

If you're still not getting the information bar, try holding down the CTRL key during the file installation.

Second Option - Edit Internet settings

  1. In Internet Explorer, click Tools in the upper toolbar or click on the Tools icon.
  2. Select Internet Options.
  3. Click the Security tab.
  4. Click Custom Level.
  5. Scroll down to the ActiveX Controls and Plug-ins section.
  6. Change Download Signed ActiveX Controls to PROMPT not enable.
  7. Change Download Unsigned ActiveX Controls to PROMPT not enable.
  8. Close Internet Explorer then re-open Internet Explorer.
  9. Return to https://qbo.intuit.com.
  10. You should see the Information Bar below the Internet Explorer Address Bar, with the message "The site might require the following ActiveX control 'qboax10.cab'. Click here to install."
  11. Click anywhere on the bar.
  12. Click Install QBOAX10.CAB when security warning comes up.

Note: By selecting this option you should be able to install the Active X. Once installed, you may leave the settings to Prompt. This setting allows for the system to prompt you each time a program is requesting for Active X to be installed. Make certain you select Prompt and not Enable. If you select Enable, you will not be asked to confirm the installation. It will be done automatically for our site and other sites.

Microsoft Security Warning Dialog
When you first install QBO ActiveX, you will see a Microsoft Security Warning. If you click No, the ActiveX installation will fail. This is the standard warning that Microsoft gives when you are redirected to a secure page.

  1. Go to https://qbo.intuit.com
  2. Click Yes to the security alert. (The message states "You are about to leave a secure Internet connection...")
  3. Continue to the Microsoft Internet Information Bar step.

Windows Access Rights
Most small QuickBooks Online (QBO) users have administrative privileges on their computer. Users with administrative privileges can install and remove programs, change how the computer is configured and access all programs and files on the computer. However, for those users in a corporate environment, administrative privileges may be restricted. QBO requires administrative privileges because it requires the installation of ActiveX.

If you don't have administrator access rights or if you have signed into the computer as a guest:

  1. Ask your system administrator to log into your computer as a user with Administrator user rights.
  2. Have your administrator log into QuickBooks Online and install our ActiveX control.

To find out if you have administrative privileges on your computer see our related KnowledgeBase article 1848:  How to check if you have Administrator rights on Windows.

If you have done all of the above, have Windows Administrator access, and still cannot load the ActiveX Control, you will need to check the settings on your Internet Explorer.  It may be setup so that it will not allow downloads to your computer.

Add qbo.intuit.com to Trusted Sites

  1. In Internet Explorer, click Tools in the upper toolbar or click on the Tools icon.
  2. Select Internet Options.
  3. Click the Security tab and select the Trusted Sites zone.
  4. Click the Sites button.
  5. Under "Add this Web site to the zone:" type, https://qbo.intuit.com
  6. Click Add and then click OK.

Go back and try the standard steps to install ActiveX. If they fail, continue troubleshooting.

Check your Security Settings in Internet Explorer

  1. In Internet Explorer, click Tools in the upper toolbar or click on the Tools icon.
  2. Select Internet Options.
  3. Click the Security tab and select the Trusted Sites zone.
  4. Click the Custom Level button.
  5. Under ActiveX control and plug-ins check the following:
    • Automatic Prompting for ActiveX controls set to Disable
    • Binary and Script behaviors set to Disable
    • Download signed ActiveX controls set to Prompt
    • Initialize and script ActiveX controls not marked as safe set to Disable
    • Run ActiveX controls and plug-ins set to Enable
    • Script ActiveX controls marked safe for scripting set to Enable
    • Click OK
  6. Click the Advanced tab in the security section and make sure that Do not save encrypted pages to disk is not checked.
  7. Click OK.
  8. Close the browser window launch IE and attempt to install ActiveX.

Make sure the system has the ability to install and run ActiveX controls:

  1. Go to the website www.pcpitstop.com
  2. Go to the Support menu at the top of the page and click ActiveX Test.
  3. Follow the onscreen instructions to run the test.

If you are unable to install ActiveX please consult your computer technician or the manufacturer.If all else fails, you can try our manual installation tool.

This tool is an option of last resort. If this tool is used you will need to use this tool each time we update our ActiveX control.

ActiveX Installation Tool

This ActiveX Installer has an installation wizard which will walk you through the install process.

If you have run the tool before you will get a message saying you have a newer version of ActiveX. This message is misleading, you do not have the latest version of ActiveX but a conflict because an old version of our installation tool is present.

Go to your Control Panel and then select  Add or Remove Programs to remove this old version before trying the ActiveX Installer Tool again. You will see our tool listed as "QuickBooks Online Edition Utilities v__".

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