Create a QuickBooks Desktop test instance
Create your own QuickBooks Desktop test instance with an AWS WorkSpace.
Important: If you have a Mac, we believe you can actually install QuickBooks Desktop on your Mac. This makes testing and development significantly easier because you do not need to manage a Windows instance or remote desktop.
TODO: The Conductor team is going to test this approach and create a proper guide if it works. But do not wait around for us, we expect this to work!
To develop and test integrations with Conductor, you need your own QuickBooks Desktop instance to send and receive data. This guide shows you how to set up a QuickBooks Desktop test environment by creating a virtual Windows instance and installing the QuickBooks Desktop free trial. Once set up, you can connect to this QuickBooks Desktop test instance from your local development environment via Conductor.
Also important: This guide may be outdated as AWS WorkSpaces. Alternatively, check out this guide or asking an LLM (like ChatGPT) for different approaches to setting up a Windows instance with QuickBooks Desktop installed.
1. Set up a virtual Windows environment
2. Disable IE Enhanced Security Configuration
By default, you will see the following warning whenever you open QuickBooks Desktop. If you do not resolve this issue, this warning will freeze QuickBooks Desktop whenever the QuickBooks Web Connector opens QuickBooks Desktop when it is closed.
To prevent this error, follow these steps:
3. Install QuickBooks Desktop
4. Connect Conductor to your QuickBooks Desktop instance
Now that you have your own QuickBooks Desktop test instance, you can return to the Quickstart guide to connect it to Conductor. Don’t worry; this part is much easier.