Requirements
We work with any and all versions of QuickBooks, including multi-currency. If you have tons of contacts or historical invoices in QuickBooks, we’ll handle that too!
If you don’t have QuickBooks yet, visit Intuit’s website to learn more about their powerful invoicing and accounting solution.
For QuickBooks Desktop users, additional requirements are listed below:
- QuickBooks hosted on a physical server connected to the internet
- 3rd party hosting services are currently not supported
- Both QuickBooks and the company file are on the same server
- The server is continuously logged into Windows
- QuickBooks has a dedicated user login for the integration
QuickBooks Edition | Availability |
Simple Start | Yes |
Essentials | Yes |
Plus | Yes |
QuickBooks Desktop (US, Canada, UK) | |
Pro 2019+ | Yes |
Premier 2019+ | Yes |
Enterprise 2019+ | Yes |
Up to 20,000 Historical Invoices | Yes |
One Company File Only | Yes |
A/R Data Only | Yes |
We work with Professional (including Professional editions with and without the API add-on), and all versions higher than Professional, including Enterprise, Unlimited, and Performance.
We also work with Force.com / Platform Licenses.
We don’t integrate with Lightning Essentials (formerly known as Group Edition).
Salesforce Edition | Availability |
Platform Licenses | Yes |
Professional (without API Access) | Yes |
Professional (with API Access) | Yes |
Enterprise | Yes |
Unlimited / Performace | Yes |
Partner Community | Yes |
Partner Community Lightning Edition | Yes (Beta) |
Customer Community | Yes |
Customer Community Lightning Edition | Yes (Beta) |
Customer Plus Community | Yes |
Customer Plus Community Lightning | Yes (Beta) |
Lightning Essentials (Group Edition) | No |
