QuickBooks Desktop - Overview

QuickBooks Desktop Integration

Sync customers, invoices, and payments seamlessly between FlexPoint and QuickBooks Desktop

FlexPoint integrates with QuickBooks Desktop using Intuit’s Web Connector to automate data syncing between your accounting system and FlexPoint. Once connected, invoices, payments, and customer information flow automatically, helping keep your books accurate and up to date.

Integration Features

Once connected, your QuickBooks Desktop integration supports the following capabilities:

• Import new invoices as they are created or synced into QuickBooks Desktop
• Enable automated deposit reconciliation
• Mark invoices as Paid automatically
• Import customer information
• Import historical invoices

Flow of Events for QuickBooks Desktop Integration

How to Connect QuickBooks Desktop to FlexPoint

Auto-Import Historical and New Invoices

Learn how to import historical invoices created in your accounting system:

Frequently Asked Questions

What is the QuickBooks Web Connector? Do I need to use it?▶

The QuickBooks Web Connector is a tool that connects QuickBooks Desktop with third-party applications (like FlexPoint). It is required for automated data syncing between the two systems.

Where do I download the Web Connector and the FlexPoint integration file?▶

Since QuickBooks Desktop runs locally on a specific computer, the Web Connector and FlexPoint integration file must be downloaded and installed on that same machine.

Does the Web Connector need to run in order for data to sync?▶

Yes. If the Web Connector is not running, data will not sync between QuickBooks Desktop and FlexPoint.

QuickBooks Desktop, the Web Connector, and FlexPoint integration file are not on my computer. Can I still use FlexPoint?▶

Yes. However, you will not be able to administer or control the data sync between FlexPoint and QuickBooks Desktop without access to the machine running the Web Connector.

When does the Web Connector run?▶

The Web Connector runs based on the sync cadence you configured when installing the FlexPoint QWC file.

Are there any limitations with the QuickBooks Desktop integration?▶

• QuickBooks Desktop invoice PDFs cannot be pulled into FlexPoint.
• Deleting an invoice in one system does not delete it in the other.
• Syncing may take time even after the status says “complete”—data may still be transferring in the background.

I want to integrate with QuickBooks Desktop. Where do I start?▶

Click here to learn more!