Available for Windows
Yes, the app is available to all new partners on bundle plans; Streamline, Optimize and Business Plus accounts.
Partners on unlimited plans, Extract and Legacy plans need to upgrade to any premium plan to get this integration.
All versions of Pro, Accountant, Enterprise and Premier are compatible. Please ensure your QuickBooks Desktop version is either 2018, 2019, 2020 or 2021.
The app should be installed on the same workstation or server where you have installed Quickbooks Desktop. You need to be admin to install the integration.
You need admin level access to the company file on QuickBooks Desktop, to set up an integration. The user who set up the integration will be the only user to publish items to the Quickbooks Desktop. Other members can still upload, view, edit items via the Receipt Bank web application.
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