QuickBooks Desktop is supported through a QuickBooks backup (.QBB) file upload and conversion. The Desktop Connector has been retired.
Prepare the backup
- Create a current backup from QuickBooks Desktop 2020 or newer. See Intuit’s guide to backing up QuickBooks Desktop.
- Have the Primary Admin username and password available so the backup can be restored. The username is often Admin.
- Confirm the company and required reporting period with your advisor.
Upload the QBB file
In Audit Sight, select your client, then go to Uploads → Accounting System → QuickBooks Desktop QBB Upload. Attach the backup file and enter the required credentials in the upload workflow. If your advisor is handling the upload, use the secure transfer method they provide.
Data availability
The backup conversion supports transaction details, financial statements, and customer and vendor activity, including AR and AP aging data. The default data range is the last 36 months. Confirm that the supplied backup includes the period and records needed for your engagement.
Refreshing data
Provide a new backup whenever you need updated data. QBB uploads do not create a live connection. For QuickBooks Desktop, the Last Sync Date reflects the date of the backup supplied, rather than the date Audit Sight processed it.
Hosted QuickBooks environments
Use the QBB upload method for hosted environments as well. You do not need to install the retired Desktop Connector.
Banking data
Upload PDF bank statements, supported CSV or Excel bank exports, or the Audit Sight banking template separately. Plaid bank connections have been retired.
For help preparing or uploading a backup, contact support@auditsight.com.
