QuickBooks Integration
We support both QuickBooks Online and QuickBooks Desktop, so you can combine financial data with your operational metrics.
Supported versions
Section titled “Supported versions”| Version | Connection method | Requirements |
|---|---|---|
| QuickBooks Online | Cloud-to-cloud (OAuth) | Internet connection, admin access |
| QuickBooks Desktop | Resplendent Sync Agent | Windows machine with QuickBooks installed |
QuickBooks Online setup
Section titled “QuickBooks Online setup”Step 1: Connect to QuickBooks
Section titled “Step 1: Connect to QuickBooks”- Go to Data Settings → Integrations
- Find QuickBooks Online and click Connect on the card
- Click Connect with QuickBooks
- You’ll be redirected to Intuit’s login page—sign in and select your company
- Click Authorize
Step 2: Choose datasets
Section titled “Step 2: Choose datasets”Pick the tables you want to sync. Common choices:
InvoicesPaymentsCustomersAccounts(Chart of Accounts)JournalEntries
QuickBooks Desktop setup
Section titled “QuickBooks Desktop setup”Desktop is a local app, so it needs extra components: the CData QuickBooks Desktop Gateway and the Resplendent Sync Agent.
The setup involves:
- Installing a sync agent on a Linux VM in your network
- Installing the CData Gateway on your Windows machine with QuickBooks
- Configuring the connection in Resplendent
For the full walkthrough, see the QuickBooks Desktop On-Premise Setup Guide.
Common use cases
Section titled “Common use cases”- Revenue recognition: Compare “Hours Worked” (from your PSA) against “Amount Invoiced” (from QuickBooks)
- Accounts receivable aging: Build charts showing outstanding balances by client
- Profitability by customer: Join service costs with QuickBooks revenue to see true margin per client