QuickBooks Desktop - Pre-Installation & Connection Checklist

Modified on Wed, 15 Feb 2023 at 01:04 PM


Beanworks and QuickBooks Desktop integrate using SmartSync. For the SmartSync pre-integration requirements, please take a look at this article here.

QuickBooks Desktop pre-integration checklist

Please review the following steps before your scheduled integration call with your Solutions Consultant.

  • You have the System Admin username and password to log into Beanworks.

  • You can log into your QuickBooks databases/companies as the Administrator in Single User Mode.  

  • You can access Beanworks on either Firefox or Chrome when completing the integration steps. 

  • You have the correct User Permissions to install SmartSync on your server where QuickBooks Desktop is located. If not, please ensure someone with those permissions is available to help.

Once you've reviewed and completed the pre-installation steps please continue to the QuickBooks Desktop - Sync Tool Installation and Connection Guide

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