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Software Compatibility

Brooks Dahmen
Updated

Overview

Most recent desktop versions of QuickBooks are compatible with our software.
Below is a list of requirements compatible software must meet:

 

1. Must be the Desktop version of QuickBooks

QuickBooks Desktop is sold under many different product names, including QuickBooks Desktop, QuickBooks Desktop Pro, QuickBooks Desktop Premier, and QuickBooks Desktop Enterprise. 
Additionally, industry-specialized versions such as QuickBooks Desktop Enterprise for Manufacturing & Wholesale, QuickBooks Accountant Desktop, or QuickBooks Desktop: Retail Accounting, etc.

These products are all versions of the same QuickBooks Desktop product, with some added features here-and-there. The easiest method of determining if your version of QuickBooks is compatible is by comparing your home screen to the attached screenshot - if your interface looks similar, you're probably compatible.

Note that the following products are not compatible with this integration: QuickBooks Point of Sale, QuickBooks Online, and QuickBooks for Mac (see our compatibility notes below).

 

Merchants using QuickBooks Point of Sale may be interested in our Payment Terminal for Quickbooks POS integration.

Our developers are actively working on our QuickBooks Online integration - check back for future updates!

 

2. Must be version from 2010 or later

Our integration is only supported on QuickBooks versions 2010 and newer. While the integration may function with older versions of QuickBooks, it is unsupported, unrecommended, and may lead you to PCI compliance issues. If you are running an older version of QuickBooks, it's advised you upgrade to a version produced in/after 2010.

 

3. Must be installed on a compatible device/operating system

For more information regarding device/operating system compatibility, refer to our server/workstation compatibility documentation.

Specific Compatibility Notes

 
Second Company File" editions (Accountant's Edition, Desktop Enterprise, +others)

QBFC (QuickBooks File Connector), the framework Intuit provides for developers to integrate with QuickBooks company files, only supports connecting to one company file at a time. If a second company file is opened, the integration will not be able to connect to either company file, and may close itself. When charging credit cards, you'll need to make sure you have only one company file open at a time.

 
Switching between company files

The software is licensed per company file. This is due to the nature of QuickBooks company files - every Customer, Invoice, and other object in the company file has a unique ID (QBID). If creating a new company file, even if the object is identical, the QBID may have changed (unless the new company file is a direct copy of the old company file). Therefore, switching between company files will prompt for additional credentials, and processing payments from multiple company files requires multiple integration subscriptions. Additionally, saved customer payment methods cannot be accessed from multiple company files.

 
QuickBooks on macOS

QuickBooks for Mac does not have any interface for programs to access the company file - therefore, our integration will not function on these versions of QuickBooks.

However, many merchants will use a Windows virtualization environment, such as Boot Camp, Parallels, VirtualBox, VMWare Workstation, or other virtualization utiliies to run a Windows environment on their Mac. A Windows Desktop version of QuickBooks can be installed into this environment, as well as our integration, and has been used by Mac-based merchants in the past.

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