QuickBooks Desktop Integration

Connect QuickBooks Desktop to the systems you already use - without living in spreadsheets or re-keying the same data twice.

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Get a clear recommendation on what to connect first, based on your workflow and transaction volume.

 

Explore integration types: ERP | EDI | Shipping | Payroll | 401(k)

Where QuickBooks Desktop workflows usually break

QuickBooks Desktop often sits at the center of accounting while the other systems run operations. Over time, gaps form between systems – especially when data has to be exported, cleaned up, and re-entered.

  • The same customer, item, or invoice gets entered in more than one place
  • Spreadsheets become the “integration layer”
  • Timing gaps create surprises during month-end close
  • Small mismatches turn into ongoing cleanup and rework

What QBD Connect Is

QBD Connect is built to connect QuickBooks Desktop to modern tools that provide APIs. It supports integration patterns that help reduce manual entry and keep data moving between systems.

If QuickBooks Desktop still fits your business today, integration can be a practical way to extend the value of that investment.

Common QuickBooks Desktop Integrations

These are common categories QBD Connect is built to support.

Your exact sync map depends on your workflow and which system is your source of truth.

ERP integration – Sync key records between ERP and QBD to reduce duplicate entry and improve consistency. ->Learn More

EDI integration – Route documents and updates into accounting workflows with exception handling and traceability. ->Learn more

Shipping integration – Reduce rework between orders, fulfillment, tracking, and invoicing. -> Learn more

Payroll integration – Automate repeatable payroll-to-accounting outputs with controls for corrections and approvals. -> Learn more

401(k) integration – Support recurring contribution workflows tied to payroll schedules and reconciliation needs. -> Learn more

Built for Teams that Rely on QuickBooks Desktop

QBD Connect is a fit when QuickBooks Desktop is part of daily operations and you need it to connect cleanly with other tools.

  • Manufacturing
  • Distribution
  • Construction
  • Retail
  • Medical offices
  • Software resellors supporting multiple clients
See Industry Workflows

How a QuickBooks Desktop integration typically works

  1. Define what to sync first
    Start with the workflow causing the most re-keying and the clearest rules.
  2. Connect systems and map data
    Map fields, define ownership (source of truth), and set validation rules.
  3. Run with visibility
    Monitor outcomes, handle exceptions, and expand to additional workflows once the first sync is stable.

 

Want the full overview? See our integration guide

What should be synced first?

Most teams get the fastest improvement by starting with one high-volume workflow, then expanding in phases.

  • Identify the top re-keying loop (where data gets entered twice)
  • Choose one workflow with clear rules and ownership
  • Define success (fewer touches, fewer errors, faster handoffs)
  • Add exception handling so real-world issues don’t derail the process
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Pricing Based on Monthly Transaction Volume

Pricing is based on the number of transactions processed per month. This helps align cost with usage as integrations scale.

Record Sync Events

Get a Practical Integration Plan

Share your QuickBooks Desktop setup and the systems you want to connect. A recommended first integration can be outlined with clear next steps.

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No pressure. Just a practical recommendation