> ## Documentation Index
> Fetch the complete documentation index at: https://docs.conductor.is/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a QuickBooks Desktop test instance

> Create your own QuickBooks Desktop test instance with an AWS WorkSpace.

export const Image = ({src, alt, width, align = "center", noShadow = false, noBorder = false, noZoom = false}) => <img src={`https://mintlify.s3-us-west-1.amazonaws.com/conductor${src}`} alt={alt} style={{
  width: width
}} noZoom={noZoom} className={`rounded-xl ${align === "center" ? "mx-auto" : ""} ${!noBorder ? "border border-gray-200 dark:border-0" : ""} ${!noShadow ? "shadow-md dark:shadow-none" : ""}`} />;

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.

<Warning>
  **Also important**: This guide may be outdated as AWS WorkSpaces.
  Alternatively, check out [this
  guide](https://chatgpt.com/share/67813957-e52c-8003-8776-be82b725215f) or
  asking an LLM (like ChatGPT) for different approaches to setting up a Windows
  instance with QuickBooks Desktop installed.
</Warning>

## 1. Set up a virtual Windows environment

<AccordionGroup>
  <Accordion title="1. Create an Amazon Workspace">
    Create a new Amazon WorkSpace at [https://us-west-2.console.aws.amazon.com/workspaces/v2/workspaces](https://us-west-2.console.aws.amazon.com/workspaces/v2/workspaces).

    <img src="https://mintcdn.com/conductor/hjDC6C2Dz4sn63AO/images/qbd/test-instance/1.1.jpg?fit=max&auto=format&n=hjDC6C2Dz4sn63AO&q=85&s=ba43f5f4e1f11106407e70d6101cfa01" style={{ width: "600px" }} width="2916" height="2348" data-path="images/qbd/test-instance/1.1.jpg" />
  </Accordion>

  <Accordion title="2. Create a new Directory">
    Either select the directory in the list or click `Create a new Directory` if there are none:

    <img src="https://mintcdn.com/conductor/hjDC6C2Dz4sn63AO/images/qbd/test-instance/1.2.jpg?fit=max&auto=format&n=hjDC6C2Dz4sn63AO&q=85&s=fe8dd68095c5eaf4d7ef0660f40dd8ab" style={{ width: "600px" }} width="2264" height="2128" data-path="images/qbd/test-instance/1.2.jpg" />
  </Accordion>

  <Accordion title="3. Add yourself as a user">
    Add yourself as a user with your email address:

    <img src="https://mintcdn.com/conductor/hjDC6C2Dz4sn63AO/images/qbd/test-instance/1.3.jpg?fit=max&auto=format&n=hjDC6C2Dz4sn63AO&q=85&s=e86b89157cb6097ab157f2f54aa7da85" style={{ width: "600px" }} width="2264" height="2128" data-path="images/qbd/test-instance/1.3.jpg" />
  </Accordion>

  <Accordion title="4. Select the bundle">
    Select the bundle `Standard with Windows 10 (Server 2019 based) (PCoIP)`:

    <img src="https://mintcdn.com/conductor/hjDC6C2Dz4sn63AO/images/qbd/test-instance/1.4.jpg?fit=max&auto=format&n=hjDC6C2Dz4sn63AO&q=85&s=2d747edf62d83ae6c61bece1f670654a" style={{ width: "600px" }} width="3508" height="2412" data-path="images/qbd/test-instance/1.4.jpg" />
  </Accordion>

  <Accordion title="5. Select AlwaysOn">
    Select `AlwaysOn`:

    <img src="https://mintcdn.com/conductor/hjDC6C2Dz4sn63AO/images/qbd/test-instance/1.5.jpg?fit=max&auto=format&n=hjDC6C2Dz4sn63AO&q=85&s=8691003d0adcf43d2e72e722888c4637" style={{ width: "600px" }} width="3055" height="2412" data-path="images/qbd/test-instance/1.5.jpg" />
  </Accordion>

  <Accordion title="6. Skip the Customization step">
    Skip the Customization step, then review the final page and click the button `Create` in the bottom-right corner:

    <img src="https://mintcdn.com/conductor/hjDC6C2Dz4sn63AO/images/qbd/test-instance/1.6.jpg?fit=max&auto=format&n=hjDC6C2Dz4sn63AO&q=85&s=565925aa1b3f9d9241f46068d77a9a54" style={{ width: "600px" }} width="3056" height="2412" data-path="images/qbd/test-instance/1.6.jpg" />
  </Accordion>

  <Accordion title="7. Set a password">
    After 20-30 minutes, look for an email from Amazon WorkSpaces with a link to set a password.
  </Accordion>

  <Accordion title="8. Download Amazon WorkSpaces">
    Download Amazon WorkSpaces on your local computer:

    ```sh theme={"system"}
    brew install amazon-workspaces
    ```
  </Accordion>

  <Accordion title="9. Open the WorkSpaces app">
    Open the WorkSpaces app, enter the registration key from the email, and sign in using the username and password you set via the reset link in the email. You must enter this password every time you open WorkSpaces, so best to save it to your local password manager.

    <img src="https://mintcdn.com/conductor/hjDC6C2Dz4sn63AO/images/qbd/test-instance/1.7.jpg?fit=max&auto=format&n=hjDC6C2Dz4sn63AO&q=85&s=637938da947add1832c51c3779944336" style={{ width: "600px" }} width="1400" height="1124" data-path="images/qbd/test-instance/1.7.jpg" />
  </Accordion>

  <Accordion title="10. Connect to your new Windows desktop instance">
    After it loads, you will see your new Windows desktop instance!

    <img src="https://mintcdn.com/conductor/hjDC6C2Dz4sn63AO/images/qbd/test-instance/1.8.jpg?fit=max&auto=format&n=hjDC6C2Dz4sn63AO&q=85&s=fb58acbece70713ee6259b05e242ab7a" style={{ width: "600px" }} width="2700" height="1934" data-path="images/qbd/test-instance/1.8.jpg" />
  </Accordion>
</AccordionGroup>

## 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.

<Image src="/images/qbd/test-instance/2.1.jpg" alt="Windows error - Internet security levels are set too high" width={500} />

To prevent this error, follow these steps:

<AccordionGroup>
  <Accordion title="1. Open the Server Manager">
    Search for and open Server Manager:

    <img src="https://mintcdn.com/conductor/hjDC6C2Dz4sn63AO/images/qbd/test-instance/2.2.jpg?fit=max&auto=format&n=hjDC6C2Dz4sn63AO&q=85&s=5f482fb764ded1266d3aa2d72851ab22" style={{ width: "300px" }} width="908" height="1415" data-path="images/qbd/test-instance/2.2.jpg" />

    <img src="https://mintcdn.com/conductor/hjDC6C2Dz4sn63AO/images/qbd/test-instance/2.3.jpg?fit=max&auto=format&n=hjDC6C2Dz4sn63AO&q=85&s=435af26bd29aaec060e571a234204401" style={{ width: "600px" }} width="2700" height="1934" data-path="images/qbd/test-instance/2.3.jpg" />
  </Accordion>

  <Accordion title="2. Choose Local Server">
    Choose `Local Server` from the left navigation pane:

    <img src="https://mintcdn.com/conductor/hjDC6C2Dz4sn63AO/images/qbd/test-instance/2.4.jpg?fit=max&auto=format&n=hjDC6C2Dz4sn63AO&q=85&s=54112ccc825d6fb6b75b9059b4e2cecc" style={{ width: "600px" }} width="2700" height="1934" data-path="images/qbd/test-instance/2.4.jpg" />
  </Accordion>

  <Accordion title="3. Open settings for IE Enhanced Security Configuration">
    For `IE Enhanced Security Configuration`, click the button that says `On`:

    <img src="https://mintcdn.com/conductor/hjDC6C2Dz4sn63AO/images/qbd/test-instance/2.5.jpg?fit=max&auto=format&n=hjDC6C2Dz4sn63AO&q=85&s=07e651555b2a7764d569692179ae7d7b" style={{ width: "600px" }} width="2700" height="1934" data-path="images/qbd/test-instance/2.5.jpg" />
  </Accordion>

  <Accordion title="4. Turn off IE Enhanced Security Configuration">
    For Administrators, select `Off`. For Users, select `Off`. Choose `OK`. Then
    you are done!

    <img src="https://mintcdn.com/conductor/hjDC6C2Dz4sn63AO/images/qbd/test-instance/2.6.jpg?fit=max&auto=format&n=hjDC6C2Dz4sn63AO&q=85&s=7ab8d71399c794ed2d7a715562df2b77" style={{ width: "600px" }} width="904" height="968" data-path="images/qbd/test-instance/2.6.jpg" />
  </Accordion>
</AccordionGroup>

## 3. Install QuickBooks Desktop

<AccordionGroup>
  <Accordion title="1. Download the QuickBooks Desktop Enterprise trial">
    From the Windows instance, open Firefox and download the QuickBooks Desktop
    Enterprise trial:
    [https://quickbooks.intuit.com/learn-support/en-us/new-subscriptions/download-a-trial-of-quickbooks-desktop/00/185974](https://quickbooks.intuit.com/learn-support/en-us/new-subscriptions/download-a-trial-of-quickbooks-desktop/00/185974)
  </Accordion>

  <Accordion title="2. Open the installer">
    Navigate to the "Downloads" directory in the Windows File Explorer, and
    launch the application named `QuickBooksEnterprise23Trial.exe`. Then, walk
    through the installation.

    <img src="https://mintcdn.com/conductor/hjDC6C2Dz4sn63AO/images/qbd/test-instance/3.1.jpg?fit=max&auto=format&n=hjDC6C2Dz4sn63AO&q=85&s=1731aa6a1335f0a58df3baa315c1cc3e" style={{ width: "600px" }} width="1940" height="1264" data-path="images/qbd/test-instance/3.1.jpg" />
  </Accordion>

  <Accordion title="3. Install QuickBooks Desktop">
    After that installation finishes, another installer should launch
    automatically. Walk through that installer, too. This can take 20-30 minutes
    to finish.

    <img src="https://mintcdn.com/conductor/hjDC6C2Dz4sn63AO/images/qbd/test-instance/3.2.jpg?fit=max&auto=format&n=hjDC6C2Dz4sn63AO&q=85&s=deda0848b4a5e550c8ef5e4b297624cf" style={{ width: "600px" }} width="1572" height="1200" data-path="images/qbd/test-instance/3.2.jpg" />

    <img src="https://mintcdn.com/conductor/hjDC6C2Dz4sn63AO/images/qbd/test-instance/3.3.jpg?fit=max&auto=format&n=hjDC6C2Dz4sn63AO&q=85&s=6a3bb47ac821282ccb5010a80c80ca95" style={{ width: "600px" }} width="1474" height="840" data-path="images/qbd/test-instance/3.3.jpg" />
  </Accordion>

  <Accordion title="4. Select the correct variant">
    Next, the following window will appear. Select the variant `QuickBooks
            Desktop Enterprise General Business`:

    <img src="https://mintcdn.com/conductor/hjDC6C2Dz4sn63AO/images/qbd/test-instance/3.4.jpg?fit=max&auto=format&n=hjDC6C2Dz4sn63AO&q=85&s=4d31a4158a7b24c81e1604240952b119" style={{ width: "600px" }} width="1228" height="996" data-path="images/qbd/test-instance/3.4.jpg" />
  </Accordion>

  <Accordion title="5. Create a mock company file">
    Click "I want to see a Sample company file", which will provide a mock
    dataset for you to use with QuickBooks Desktop. If this option does not
    work, which sometimes happens, then click "I'm ready to create my own
    company file" to create a new, empty company file.

    <img src="https://mintcdn.com/conductor/hjDC6C2Dz4sn63AO/images/qbd/test-instance/3.5.jpg?fit=max&auto=format&n=hjDC6C2Dz4sn63AO&q=85&s=f07d24f9ecf6324b37a433d3394d27c8" style={{ width: "600px" }} width="2400" height="1742" data-path="images/qbd/test-instance/3.5.jpg" />
  </Accordion>

  <Accordion title="6. Sign in to your Intuit developer account">
    If prompted, sign in to your Intuit developer account in QuickBooks Desktop.
    If you do not have one, [you can create account
    here](https://accounts.intuit.com/app/sign-in?start_screen_hint=SignUp).

    <img src="https://mintcdn.com/conductor/hjDC6C2Dz4sn63AO/images/qbd/test-instance/3.6.jpg?fit=max&auto=format&n=hjDC6C2Dz4sn63AO&q=85&s=f813a7a820ba606e627ff48ab42489d1" style={{ width: "600px" }} width="1892" height="1304" data-path="images/qbd/test-instance/3.6.jpg" />
  </Accordion>

  <Accordion title="7. Open the company file">
    When you are done, you will see the QuickBooks Desktop interface:

    <img src="https://mintcdn.com/conductor/hjDC6C2Dz4sn63AO/images/qbd/test-instance/3.7.jpg?fit=max&auto=format&n=hjDC6C2Dz4sn63AO&q=85&s=d6ba8103f4266b5542d480cd19cd4389" style={{ width: "600px" }} width="2700" height="1934" data-path="images/qbd/test-instance/3.7.jpg" />
  </Accordion>

  <Accordion title="8. Create a password for the company file">
    At some point, QuickBooks Desktop might ask you to create a password.
    Conductor will not ask for this password; it is internal to QuickBooks
    Desktop.

    <img src="https://mintcdn.com/conductor/hjDC6C2Dz4sn63AO/images/qbd/test-instance/3.8.jpg?fit=max&auto=format&n=hjDC6C2Dz4sn63AO&q=85&s=edd93fb59258fbd9da3eaf6467eae90e" style={{ width: "600px" }} width="1184" height="824" data-path="images/qbd/test-instance/3.8.jpg" />
  </Accordion>

  <Accordion title="9. Get a free developer (NFR) license">
    The trial installation will work for 30 days, after which you will need a
    developer (NFR) license, which you can [get for free by following our
    guide](/qbd/dev-license). After completing that guide, you can continue to
    use the trial version while you wait for your NFR license to arrive.
  </Accordion>
</AccordionGroup>

## 4. Connect Conductor to your QuickBooks Desktop instance

Now that you have your own QuickBooks Desktop test instance, you can return to the [Quickstart](/quickstart) guide to connect it to Conductor. Don't worry; this part is much easier.
