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QuickBooks Desktop

How to connect QuickBooks Desktop to Syft

Ele avatar
Written by Ele
Updated over a week ago

Who can use this feature

Roles: Owner, Admin, Staff and optional on custom roles

Plans: Available on Basic, Essential, Professional and Enterprise+

The desktop version of QuickBooks has everything you need to manage your accounting tasks. Pull your QuickBooks data into Syft for added insights and beautiful reports in the cloud.

How to connect QuickBooks Desktop

To connect QuickBooks Desktop to Syft, click "Add entity" at the top right of your screen once you've logged in to Syft.

To import your QuickBooks Desktop file, simply send your monthly trial balances to our imports team and we will import it for you.

📓 Note

Previously, Syft support connecting to QuickBooks Pro, Premier or Enterprise version 21.0 or above using the API, however, we've found this approach to be unreliable.

What is QuickBooks Desktop

QuickBooks Desktop is a widely used accounting software developed by Intuit, targeted primarily at small and medium-sized businesses. It offers a comprehensive set of financial management tools designed to help businesses manage their accounting, invoicing, payroll, and inventory management tasks efficiently. Unlike its cloud-based counterpart, QuickBooks Online, QuickBooks Desktop is installed locally on a user's computer, providing a robust, feature-rich platform for managing business finances.

QuickBooks Desktop is available in several editions, including QuickBooks Pro, Premier, and Enterprise, each offering different levels of functionality to cater to various business sizes and industry-specific needs. For example, QuickBooks Premier and Enterprise offer features tailored to industries like manufacturing, wholesale, nonprofit, and retail.

Overall, QuickBooks Desktop is valued for its comprehensive feature set, reliability, and flexibility, making it a popular choice for businesses seeking a desktop-based accounting solution.

Its ability to handle complex accounting tasks, combined with its detailed reporting and inventory management capabilities, provides businesses with the tools they need to manage their finances effectively.

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