Accounting Integration: How to set up the Quickbooks Desktop and Xero Integration
If you are looking for the instructions for Quickbooks Online - view this article.
Notes & Recommendations
- File Size: Depending on the file size it can take up some time to process the initial sync
- Timing: Do the initial sync at the end of the day or during quiet hours to avoid slowing down your system.
- Stop Sync: If you need to, you can stop an in-process sync by using the Task Manager, and clicking "End Task". It won't affect anything, and it will restart the process from where you left off.
- Resource: You can watch the following video as a reference: https://share.cleanshot.com/2rlxnTlW
Connecting QBD / Xero to RoasterTools
Note: A connection to Quickbooks Desktop or Xero is a $99/month additional charge.
In order to connect your account to Quickbooks Desktop or Xero:
- Go to your name in the top right corner
- Click on Integrations.
- Once in the integration section, select the Add an Integration button > Accounting.
- Select Create a Connection on the Quickbooks Desktop or Xero option.
- A new screen will open where you will be prompted to enter your QBD account information and follow a series of steps for the initial setup.
- Follow the prompts to connect to QB Desktop.