Login to your LedgerDocs account and navigate to the QuickBooks Integrations tab of your Company and select the QuickBooks Desktop option. This results in LedgerDocs being able to pull the lists of vendors, customers, and taxes and allowing you to post bills and credit card charges from LedgerDocs to QuickBooks Desktop in just a few clicks. Part 1: Getting Started with QuickBooks Desktop IntegrationĪn Admin of a Company can connect their Company in LedgerDocs to a QuickBooks Desktop company file. Let’s show you how to do it step by step.
Integrating your QuickBooks Desktop account to your LedgerDocs account is easy. This means that you have access to all of your financial data, individual transaction history, and the related source documents when you need it most!
New to LedgerDocs? Sign up for a free trial and connect your QuickBooks Desktop account.Ĭonnecting your LedgerDocs account with QuickBooks Desktop gives you the ability to link source documents directly to transactions posted in QuickBooks. With this new integration, LedgerDocs is the only cloud-based document management system that allows bank fetching service for QBDT users. LedgerDocs is happy to announce that we have now integrated our software with QuickBooks Desktop, giving Intuit users the option to integrate both their QuickBooks Online users as well as QBDT users. While the Online version of QuickBooks may be the platform that has the largest user base, QBDT users are still an important and substantial audience. Many bookkeepers continue to happily use QuickBooks Desktop (QBDT) as a part of their daily workflow.
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