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Buy nowI got a client on Windows 11 Pro who is using QuickBooks Pro 2024. Prior to this on his Windows 10 PC he could log into his bank and access transactions within QuickBooks Browser to look at his bank statements- they are PDFs, on Windows 10 they opened fine.
When he goes to click on a hyperlink for a pdf statement to load? he gets this instead:
"Error: Failed to Load PDF Document" with a 'reload' button in blue on the bottom right corner.
I already ran QuickBooks ToolHub PDF fix, already turned on .Net 3.5/4.0 and XPS Writer in features and rebooted, reinstalled both QuickBooks and Adobe Reader, updated both to the newest versions, adjusted trusted sites in internet options on QuickBooks and made sure its mirrored in all browsers and control panel, i set default application for PDFs is Adobe Acrobat, adjusted ActiveX Controls (adjusted the scripting, allowed popups etc) in Internet Options within QuickBooks, i also added all the banks related URLs to trusted sites in QuickBooks Internet Options settings, checked that the Adobe Reader Plugin is installed and enabled on all browsers and shows up under plugins when accessing Internet Options in QuickBooks meaning its being detected, i also checked the directory permissions and Temp folder permissions to make sure its setup right and it is: he is the admin and his user is given full control; i even added a reg key to try to point it to the changed/different directory by adding:
[HKEY_CLASSES_ROOT\AcroExch.Document.DC]
@="Adobe Acrobat Document"
[HKEY_CLASSES_ROOT\AcroExch.Document.DC\shell]
[HKEY_CLASSES_ROOT\AcroExch.Document.DC\shell\Read]
@="&Open"
[HKEY_CLASSES_ROOT\AcroExch.Document.DC\shell\Read\command]
@="\"C:\\Program Files\\Adobe\\Acrobat DC\\Acrobat\\Acrobat.exe\" \"%1\""
and rebooted the PC- tried again and same error.
I have tested both XPS and print to PDF and those both work; just any PDF needs to be opened inside of QuickBooks? and it says “Failed to load PDF Document” and when i tested this on the site directly, the hyperlink appears to generate a token that then launches as “SecureFile.pdf” when it resolves.
When my client asks QuickBooks support they either assume he has online and tries to get him to log into online, tries to sell him online, makes him do the PDF fix on Tool Hub, or hangs up on him- i myself am at a loss and this is an issue i am usually able to fix. The support he has gotten thus far? is lousy, and the directory location to Acrobat is different then legacy Acrobat Reader DC- should we attempt to use an older version? What can we do to resolve this as it completely breaks his workflow to a degree that it adds hours to his repeat process within the company file.
Open the control panel. to find it, go to the search bar in the task bar at the bottom. When it opens, click on Programs. Then click on programs and features. On the left side, you should see a link to Turn Windows features on or off. Click on that. A window will open titled Windows features. Some of the boxes next to the feature will be white and some will be blue with checkmarks. Scroll down to Microsoft XPS Document Writer and click the box to turn it on.
That was done, that was one of the first steps I did; XPS writer, .net 3.5 4.0, and print to PDF were checked. I have also done QuickBooks repair, reinstalltion, and reboots. Already ran as admin, already updated.
"already turned on .Net 3.5/4.0 and XPS Writer in features and rebooted"
Thank you for your efforts in addressing the PDF issues in QuickBooks Desktop (QBDT), WilliamB89! It's wonderful to have you back in the Community! I hope you're doing well. I understand how essential a seamless QuickBooks experience is for your business operations. Rest assured, our team is dedicated to resolving this promptly, allowing you to concentrate on what truly matters: managing your business activities.
Since you've carefully performed all the necessary troubleshooting steps to fix PDF issues in QBDT, I recommend reaching out to our QuickBooks Live Support team once more for further assistance. They'll gather some additional information from you and provide clear guidance on the next steps to take. To connect with them, follow these steps:
Additionally, you have the convenience of accessing your company file remotely from a host or server computer with QBDT. If you're interested in learning more about how this works, I encourage you to check out this article: Open QuickBooks Desktop from a different computer than your server.
I appreciate your patience as we work to address this, WilliamB89. If there are any additional questions or you need further clarification about printing reports, please don’t hesitate to click the Reply button. I’m always here to help. Take care!
@WilliamB89 "--he could log into his bank and access transactions within QuickBooks Browser to look at his bank statements--"
I am not at all surprised that QB's homebrew browser is having problems with a relatively new version of Windows. It's been finnicky ever since QB decided to make their own.
Good luck battering your way closer to QB's engineering team.
We did that and all they did was run the pdf & print doctor, reinstall the software, have me clear cache and reboot- then i got hung up on after she rudely told me to hold. The customer support is why i am addressing this myself in the first place; bad support is worse then no support- i have risked that level of response enough times to know its Russian roulette; showing as how i know the software better then your level 1 techs, i am asking the community if they have had similar experiences and what might've been done to resolve it.
If the likely cause is the way the bank is posting their transactions PDFs then i will call the bank, but the fact it worked prior to a windows 11 upgrade leans me into thinking its an issue with QuickBooks, Microsoft, or Adobe- functionally as a software developer these 3 are known to cause things to break then "move on" and when support is as bad as it has been for me? yeah, we seek answers from fellow users, live support would be another 10 hours of BS if i invested in that route.
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