QuickBooks desktop integration

Screen reference

QuickBooks Desktop integration supports organizations that continue to use desktop accounting workflows. Configuration details depend on the deployment and integration pattern used by the customer.

What you can do

• Confirm whether the customer uses QBO or QuickBooks Desktop.
• Validate required accounts, classes, products, and invoice flows.
• Review mapping before sending live accounting data.

Environmental consulting example

A legacy accounting team may use QuickBooks Desktop while project managers continue to manage work and billing preparation in EVX Software.