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For accountants

For accountants and bookkeepers

Your clients run QuickBooks Desktop. You keep working in QuickBooks; their teams work on the web, and the books stay in one file.

An accountant working with QuickBooks

QuickBooks stays the master

You close the month, reconcile and adjust in QuickBooks Desktop as always. The web follows the file every minute.

Control what staff can do

Client staff get only the screens their role allows. Writing back to QuickBooks is off until both keys are turned on.

Answers without calls

Owners see sales, cash, receivables and stock themselves, from QuickBooks reports, on their phones.

No server to manage

No remote desktop, no VPN, no port to open. The connector makes outgoing HTTPS connections only.

Several clients

Each client has its own company and address; one person can be the contact for many of them.

Help when you need it

Support from inside each company, plus guides you can send to your clients.

Partners
A firm working with clients

Bring your clients, we do the rest

We set up the companies with you, help install the connector, and answer your clients' staff. Partner terms are agreed per firm: tell us how many clients you look after.

  • A trial company for each client
  • Help with installation and pairing
  • One contact for all your clients' questions

Become a partner

Send us a message with your firm's name and how many QuickBooks Desktop clients you have.

Contact us

Or start a trial with your own or a client's company file: sign up.