Part 1: Set up your Conductor account

Part 2: Connect to QuickBooks Desktop

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Connect to QuickBooks Desktop via a modern API in 5 minutes.

Quickstart

The best QuickBooks Desktop integration on the planet.

What is Conductor?

Conductor's policies on security, data retention, and data processing.

Security and data retention

The key concepts you should know to use Conductor.

Terminology

Enable your users to securely connect their QuickBooks Desktop to your application.

Connect your users via the auth flow

Use API keys to authenticate API requests.

API keys

Check an end-user's connection status

Catch and respond to connection errors, invalid requests, data problems, and more.

Error handling

Use Conductor's built-in autocomplete to discover all available APIs, requests parameters, and response fields.

Autocomplete

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

Create a QuickBooks Desktop test instance

Obtain a free Not-For-Resale (NFR) license to use QuickBooks Desktop indefinitely for development and testing with Conductor. Takes 2 minutes.

Get a free QuickBooks Desktop developer license

Execute real-time requests for *any* QuickBooks Desktop object type with fully-typed requests and responses.

Node.js / TypeScript for QuickBooks Desktop

If your backend does not use Node.js, you can use the REST API to interface with QuickBooks Desktop directly.

REST API for QuickBooks Desktop

How to handle syncing your application's data objects with QuickBooks Desktop objects.

Mapping your app's objects to QuickBooks Desktop

Understanding the relationship between customers and jobs in QuickBooks Desktop.

Jobs and customers

Vendors

Invoices

Sales receipts

Bills

Inventory items

Accounts

Refunds

Conductor supports read, create, and update for *every* QuickBooks Desktop object type.

Request more examples!

Authentication

Request IDs

Timeouts

Split your requests into smaller chunks to avoid overwhelming QuickBooks Desktop.

Pagination

The ConductorError object

An EndUser represents a user of your application. Use it to connect integrations.

The EndUser object

Create an EndUser

Retrieve an EndUser

List all EndUsers

Permanently deletes an EndUser object and all of its connections.

Delete an EndUser

Sends a request directly to the specified integration connection (e.g., QuickBooks Desktop) on behalf of the end-user.

Send a passthrough request to an EndUser's integration connection

Checks whether the specified IntegrationConnection can connect and process requests end-to-end. This is useful for showing a "connection status" indicator in your app.

Ping an EndUser's connection

An AuthSession is the secure way to programmatically launch the client-side Conductor authentication flow that lets your users connect their accounts to your integration.

The AuthSession object

To launch the authentication flow, create an AuthSession and pass the returned session’s `authFlowUrl` to the client for your end-user to visit in their browser.

Create an AuthSession

Retrieves the details of an AuthSession that has previously been created.

Retrieve an AuthSession

An FAQ guide written for the end-users of Conductor's QuickBooks Desktop integration.

QuickBooks Desktop FAQ for end-users

Learn how to transfer your QuickBooks Desktop connection to a different computer for the same company file.

Move your QuickBooks Desktop connection to a different computer

How to connect to multiple QuickBooks Desktop company files on a single computer.

Connect to multiple QuickBooks company files on a single computer

Learn how to disable the QuickBooks Desktop connection in the QuickBooks Web Connector.

How to disable the QuickBooks Desktop connection

Learn how to use the Rebuild and Verify Data utilities to fix and identify data issues in your QuickBooks Desktop company file.

Rebuild and verify Data in QuickBooks Desktop

Conductor will not function properly if multiple versions of QuickBooks Desktop are installed on the same computer.

Ensure only one version of QuickBooks Desktop is installed

Learn how to upgrade the QuickBooks Web Connector to ensure compatibility with Conductor.

Upgrade the QuickBooks Web Connector

Set up the QuickBooks Web Connector to automatically launch and run in the background whenever you start your computer.

Ensure the QuickBooks Web Connector opens at startup

How to set up the QuickBooks Web Connector when using Rightworks (formerly Right Networks) to host QuickBooks Desktop.

Connecting to QuickBooks Desktop on Rightworks

How to fix: "Your QuickBooks Desktop connection is not active"

How to fix: "Could not start QuickBooks"

How to fix: "Do you want to allow this app to make changes to your device?"

How to fix: "QBWC1039: Unique OwnerID/FileID pair value required"

How to fix: "QBWC1085: There was a problem with the log file"

How to fix: "Unable to cast COM object of type System.__ComObject..."

Product updates

Conductor's new QuickBooks Desktop API is a massive leap forward and sets the foundation for future integrations.

Welcome to Conductor's new QuickBooks Desktop API (beta)

An account in QuickBooks Desktop represents a financial account used to track money and transactions. It can be customized with features like hierarchical sub-accounts, account numbers, and opening balances. Accounts form the foundation of the chart of accounts and can represent various types like bank accounts, credit cards, income, expense, and other financial categories.

The Account object

Create an account

Update an account

Retrieve an account

Returns a list of accounts. NOTE: QuickBooks Desktop does not support pagination for accounts; hence, there is no `cursor` parameter. Users typically have few accounts.

List all accounts

A class is a category used to group QuickBooks objects into meaningful categories. For example, classes can be used to classify transactions by department, location, or type of work.

The Class object

Create a class

Update a class

Retrieve a class

Returns a list of classes. NOTE: QuickBooks Desktop does not support pagination for classes; hence, there is no `cursor` parameter. Users typically have few classes.

List all classes

A customer record in QuickBooks Desktop represents either a business or individual who purchases goods or services, or a specific job/project being performed for that customer. Jobs are treated as sub-customers and inherit billing information from their parent customer while allowing for job-specific details to be tracked.

The Customer object

Create a customer

Update a customer

Retrieve a customer

Returns a list of customers. Use the `cursor` parameter to paginate through the results.

List all customers

A date-driven term shows the day of the month by which payment is due and can include a discount for early payment.

The Date-Driven Term object

Create a date-driven term

Retrieve a date-driven term

Returns a list of date-driven terms. NOTE: QuickBooks Desktop does not support pagination for date-driven terms; hence, there is no `cursor` parameter. Users typically have few date-driven terms.

List all date-driven terms

An inventory site is a location where inventory is stored. For example, a company might have a warehouse, a stockroom, and a showroom, each of which is an inventory site. NOTE: Inventory sites require QuickBooks Enterprise with an Advanced Inventory subscription.

The Inventory Site object

Create an inventory site

Update an inventory site

Retrieve an inventory site

Returns a list of inventory sites. NOTE: QuickBooks Desktop does not support pagination for inventory sites; hence, there is no `cursor` parameter. Users typically have few inventory sites.

List all inventory sites

A sales tax code helps categorize items on a sales form as taxable or non-taxable, detailing reasons and associating tax codes with customers, items, or transactions.

The Sales-Tax Code object

Create a sales-tax code

Update a sales-tax code

Retrieve a sales-tax code

Returns a list of sales-tax codes. NOTE: QuickBooks Desktop does not support pagination for sales-tax codes; hence, there is no `cursor` parameter. Users typically have few sales-tax codes.

List all sales-tax codes

A standard term is a payment term that shows the number of days within which payment is due and can include a discount for early payment.

The Standard Term object

Create a standard term

Retrieve a standard term

Returns a list of standard terms. NOTE: QuickBooks Desktop does not support pagination for standard terms; hence, there is no `cursor` parameter. Users typically have few standard terms.

List all standard terms

A vendor is any person or company from whom a small business owner buys goods and services. (Banks and tax agencies usually are included on the vendor list.) A company's vendor list contains information such as account balance and contact information about each vendor.

The Vendor object

Create a vendor

Update a vendor

Retrieve a vendor

Returns a list of vendors. Use the `cursor` parameter to paginate through the results.

List all vendors

A bill check payment records a payment made by check to pay off one or more vendor bills. It reduces accounts payable and decreases the bank account balance. This transaction links the original bill(s) with the payment, allowing QuickBooks to track which bills have been paid and maintain accurate vendor balances.

The Bill Check Payment object

Create a bill check payment

Update a bill check payment

Retrieve a bill check payment

Returns a list of bill check payments. Use the `cursor` parameter to paginate through the results.

List all bill check payments

A bill credit card payment records a payment made via credit card to pay off one or more vendor bills. It reduces accounts payable and increases the credit card account balance. This transaction links the original bill(s) with the payment, allowing QuickBooks to track which bills have been paid and maintain accurate vendor balances.

The Bill Credit Card Payment object

Create a bill credit card payment

Retrieves a bill credit card payment by ID.

Retrieve a bill credit card payment

Returns a list of bill credit card payments. Use the `cursor` parameter to paginate through the results.

List all bill credit card payments

A bill represents an obligation to pay a vendor for goods or services received. It records the amount owed, due date, and payment terms, and increases accounts payable. Bills can be partially paid over time and may be linked to purchase orders or item receipts.

The Bill object

Create a bill

Update a bill

Retrieve a bill

Returns a list of bills. Use the `cursor` parameter to paginate through the results.

List all bills

A check represents a payment made from a bank account, typically via paper check. It records the withdrawal of funds paid to a vendor, employee, or other payee. The transaction reduces the balance of the specified bank account and can be linked to bills or other transactions being paid.

The Check object

Create a check

Update a check

Retrieve a check

Returns a list of checks. Use the `cursor` parameter to paginate through the results.

List all checks

A credit card charge is a general charge incurred when a QuickBooks user makes a purchase using a credit card. Credit card charges for purchases can be tracked as expenses (in expense accounts) or as items.

The Credit Card Charge object

Creates a new credit card charge for the specified account.

Create a credit card charge

Update a credit card charge

Retrieve a credit card charge

Returns a list of credit card charges. Use the `cursor` parameter to paginate through the results.

List all credit card charges

A credit card credit represents a credit or refund received from a vendor for returned merchandise, billing adjustment, or other credit. It reduces the balance owed on the credit card account.

The Credit Card Credit object

Creates a new credit card credit for the specified account.

Create a credit card credit

Update a credit card credit

Retrieve a credit card credit

Returns a list of credit card credits. Use the `cursor` parameter to paginate through the results.

List all credit card credits

A credit memo records an amount owed to a customer (such as for returns, over-payments, or pre-payments), reducing their outstanding balance. The credit remains available (tracked in the `creditRemaining` field) until it's applied to other transactions (such as invoices or sales receipts) through a receive-payment's `applyToTransactions.applyCredits` field.

​Part 1: Set up your Conductor account

​Part 2: Connect to QuickBooks Desktop

Part 1: Set up your Conductor account

Part 2: Connect to QuickBooks Desktop