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Everything you need to know about the QuickBooks Online desktop app

by Intuit•30• Updated 3 months ago

The QuickBooks Online desktop app is a Windows/Mac app that can be installed onto a computer and used to access QuickBooks Online*. The QuickBooks Online desktop app offers added flexibility to access your account in the manner that best suits your needs, either with a web browser or through the app. The app also lets users stay signed in for extended periods of time, open QuickBooks Online in multiple tabs, and switch between multiple companies.

*For French users the installation process occurs in English and the app name remains "QuickBooks Online". To adjust the language, log into your account and select Settings ⚙️, then Account and settings, then Company Settings. Set the Language to "French" and select Save.

For customers migrating from Desktop to Online and QuickBooks Online Advanced

What are the system requirements to download the app?

Windows 64-bit computer.
QuickBooks Online company.

How do I access the app?

When logged into your QuickBooks Online Advanced or QuickBooks Online Accountant account, the application can be found by selecting the ⚙️ gear icon. There you’ll find the QuickBooks Online Desktop app link under Get the desktop app.

Additionally, we are working on adding the app download link when you migrate your Desktop file to QuickBooks Online. In the interim, please reach out to Support to obtain the app download link.

Is there a Mac version of the app available?

Yes, the app is available to both Mac and Microsoft Windows customers.

What are the key features in the app?

Open QuickBooks from the app shortcut on your computer.
Stay signed in longer.
Move between different QuickBooks Online companies.
Open multiple tabs or windows at the same time.
Access the navigation map.

For Desktop customers:

Shorten your learning with interfaces you know in Desktop with the navigation map.
Get to know QuickBooks Online quickly with the familiar workflows and features.

Will I have a shortcut on my Windows desktop after the app is installed?

Yes, after you install the app the QuickBooks Online shortcut automatically appears on your desktop.

Can all users on a QuickBooks Online subscription access the app?

Yes, all active billable users in a QuickBooks Online subscription can access the app.

I use the previous version of the Desktop App and I want to update to the latest app. What do I need to do?

The previous app version will still work for QuickBooks Online customers until your browser no longer supports it. The new QuickBooks Online app will work for QuickBooks Online customers and accountants using QuickBooks Online and includes added enhancements. Both app versions can work side-by-side and your information will synchronize across both apps.

Is there an additional cost to this app?

No, the app is included with your QuickBooks Online subscription.

Does the app work without an internet connection?

No, you must be connected to the internet to use QuickBooks Online with the app.

Where can I access app support?

Support options remain consistent with the current QuickBooks Online offerings. You can access Help within your QuickBooks Online account or at our Support site.

Does everything I enter in the app synchronize with the web version?

Yes, all your information and activities remain synced across both access points.

For QuickBooks Online Accountants

As an accountant, what are the system requirements to download the app?

Windows 64-bit computer.
QuickBooks Online Accountant company.

As an accountant, where can I get the app?

You can find the app while logged into your QuickBooks account by selecting the ⚙️ gear icon. There you’ll find the QuickBooks Online app link.

What products can I use with the app for my client’s books?

All QuickBooks Online subscription products will work within your QuickBooks Online Desktop app.

How will I access my client’s books?

You can use the app to access clients who are using QuickBooks Online or QuickBooks Online Advanced subscriptions. These accounts will show in your client list in QuickBooks Online Accountant as they currently do in the web version.

Can my clients use the app?

Yes, clients using QuickBooks Online can use the app just like you do from your desktop computer.

How do my clients download the app?

For QuickBooks Online Advanced users, the app can be found while logged into their QuickBooks account by selecting the ⚙️ gear icon. There they will see the QuickBooks Online Desktop app link under Get the desktop app.