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QuickBooks

CloseCore connects to both QuickBooks Online and QuickBooks Desktop / Enterprise.

QuickBooks Online​

QuickBooks Online is a self-service connection:

  1. Go to Admin → ERP or the setup page and choose to add a QuickBooks connection.
  2. Sign in with your Intuit account and authorize CloseCore.
  3. Select the company (entity) to connect.

QuickBooks Online is a great starting point for a phased rollout: connect one QBO entity first to try CloseCore, then add more complex entities later.

QuickBooks Desktop / Enterprise​

QuickBooks Desktop and Enterprise connect through Intuit's on-premise tooling, so this is a guided setup CloseCore helps you complete. You'll need:

Because Desktop/Enterprise is often hosted (for example, via a cloud hosting provider), the exact steps depend on your environment. Reach out to CloseCore and we'll schedule a setup session.

Not ready to connect Desktop directly? You can also start with a trial balance import.

Questions & support​

Email support@closecore.com or your account manager.