Setting up the QuickBooks Integration

Business App > Administration > Connections

Setting up the QuickBooks Integration

Documentation Team

Updated 12 days ago

Getting Started

To successfully integrate QuickBooks Desktop with Business App, follow these steps in order. Please note that Multi-User Mode will not work during the setup process, so ensure that QuickBooks is in Single-User Mode and you are logged in as an Admin.

Step 1: Install the Required Patch

Step 2: Install the Business App Upload Client

Step 3: Enter Your Access Key

Step 4: Select Integration Type

Step 5: Set Up Filters for Review Requests

By default, all invoices and sales receipts will be eligible for review requests. However, you can customize this:

Enter the exact Class Name(s) (case-sensitive) in the field provided.
Ensure names match exactly as they appear in QuickBooks.
Note: If a class is specified, all other classes, including unclassified invoices, will be ignored.

Step 6: Grant Data Access in QuickBooks

Step 7: Complete the Installation

Step 8: Test the Upload

Troubleshooting Common Issues

Issue: Initial Upload Hangs

In QuickBooks, navigate to Edit > Preferences > Integrated Applications > Company Preferences
Locate Business App Upload Client and click Preferences
Check “Allow access for this application even when QuickBooks isn’t running.”

Issue: Scheduled Task Execution Failed

Verify that QBFC 13.0 is installed. If not, download it from: QBFC 13.0 Installer
Ensure QuickBooks Desktop is open in Single-User Mode during setup.

Optional: Using Invoice or Sales Receipt Class Filters

If you only want to send review requests for certain invoices or sales receipts, you can classify them using the Class setting in QuickBooks.

How to Enable Class Tracking in QuickBooks Desktop

Example Use Case

Create a “Residential” Class in QuickBooks.
When creating an invoice or sales receipt, select “Residential” from the Class dropdown (found on the invoice or sales receipt, NOT the line item).
Only invoices marked with this class will be uploaded to Business App.

By following these steps, you can successfully integrate QuickBooks Desktop with Business App and ensure that review requests are sent to the right customers. If you encounter any issues, refer to the troubleshooting section or reach out to support for assistance!