50% OFF

Your first 3 months, half price. Save up to $250 a month on your total bill.

Claim this offer First 3 months half price · save up to $250/mo New customers only · ends 31 Dec 2026
OrderPulse.io Request a Demo
Home › Integrations › QuickBooks Desktop
QUICKBOOKS DESKTOP

Your company file, reachable from the route.

A small connector agent runs on the machine that holds the company file, keeps the QuickBooks session open and calls out to us. Thirteen record types cross — including sales orders, price levels and field reps, which QuickBooks Online has no object for at all.

Request a demo Talk to us
  • No inbound port
  • 13 record types
  • Pro, Premier, Enterprise
OrderPulse⇄QuickBooks Desktopvia the connector agentSales orders⇄Invoices⇄Inventory⇄Customers⇄and 9 more record types
Agent, not a port It calls out; nothing is exposed inbound.
Sales orders too Two-way, which QuickBooks Online cannot do.
Your price levels Imported and enforced on every route document.
QuickBooks stays master Of the records it should be master of.

How a desktop company file is reached at all

QuickBooks Desktop has no public API of its own. This is the part every other answer glosses over.

INSIDE YOUR NETWORKORDERPULSE CLOUDON YOUR PCCompany filethe QuickBooks you already runCONNECTOR AGENTSession held openinstalled once, runs quietlyPLATFORMJobs and resultsqueued, retried, loggedThe agent calls out. No inbound port is opened, and the company file is never exposed to the internet.It holds the QuickBooks session open, which is what makes a desktop file usable from a phone on a route.Works with QuickBooks Pro, Premier and Enterprise — the desktop editions that have no public API of their own.
Nothing is exposedThe agent makes outbound calls only. No inbound port is opened and the company file never faces the internet.
Installed onceIt runs on the machine that already holds the file, keeps the session open and needs no attention afterwards.
Work is queuedJobs go to the agent and results come back — a failure is retried and surfaced rather than lost between two systems.

Everything that crosses, and which way it goes

The actual sync matrix — entity for entity, arrow for arrow.

WHAT MOVES, AND WHICH WAY13 record typesCustomers⇄Two-waySales orders⇄Two-wayInvoices⇄Two-wayEstimates⇄Two-wayCredit notes⇄Two-wayInventory⇄Two-wayReceived payments→Out to QuickBooksProducts / items←Into OrderPulsePrice levels←Into OrderPulseField reps←Into OrderPulseSales terms←Into OrderPulsePayment methods←Into OrderPulseTaxes←Into OrderPulseMasters flow down; the documents your route creates flow up.Desktop carries sales orders, price levels and field reps — three things QuickBooks Online has no object for at all.
6 two-wayorders, invoices, estimates, credits, inventory, customers
6 importeditems, price levels, reps, terms, methods, taxes
1 outpayments received on the route
13 totalevery one of them built, not planned

The details that decide whether you trust it

How the awkward cases behave, which is what you actually need to know.

New customers push up A rep opening an account in the field pushes it to QuickBooks, which assigns its identity.
Edits flow down QuickBooks stays the book of record, so edits there win and are refreshed here.
Price levels imported Your QuickBooks price levels come across and are enforced on every route document.
Sales reps match QuickBooks Sales Reps become OrderPulse field reps, so names on documents agree.
Tax codes, not rates A code says whether something is taxable; the rate is computed per address at transaction time.
Saleable items only Fixed assets, discount and subtotal lines are invoice mechanics, not goods, so they stay out.
Payment methods imported Cash, cheque and card come from QuickBooks so a field collection posts against a method it recognises.
Inventory both ways Unlike QuickBooks Online, Desktop can hold stock, so inventory is genuinely two-way.
Batches stay here QuickBooks Desktop has no lot tracking, so batch and expiry live in OrderPulse.
Routes stay here QuickBooks has no concept of a delivery round, so routing and proof of delivery do not cross.
Promotions stay here Buy-X-get-Y is computed in OrderPulse; QuickBooks receives the resulting figures.
Retries and dead letters A post that keeps failing is held where you can see it rather than dropped.

You decide what syncs, one record type at a time

Sync rules is the screen where a direction is chosen per record — and it can only offer what QuickBooks Desktop can actually do, because the list comes from the connector itself.

SYNC RULES · ONE DECISION PER RECORD TYPEOFF · IN · OUT · BOTHRECORDDIRECTIONCustomersOffInOutBothSales ordersOffInOutBothPrice levelsOffInOutBothReceived paymentsOffInOutBothAND WHAT THE SAME SCREEN REPORTS BACK1,240records linked12waiting to push3waiting to pull0failed repeatedly0open conflicts
No impossible optionsA direction the connector cannot do is shown disabled rather than offered and then failing quietly at 2am.
Start small, widen laterRun masters only for a month, watch the counters, then switch documents on once you trust it.
You can see the backlogRecords linked, changes waiting to push, records waiting to pull, repeated failures and open conflicts — all on the same screen.

The other integrations

Same connector framework, different ledger on the end of it.

QuickBooks OnlineTwo-way sync NetSuiteSuiteTalk XeroIn development Something elseBuilt to spec

Frequently asked questions

Do we have to open a port in our firewall?
No. The connector agent runs on the machine that holds the company file and makes outbound calls only. Nothing inbound is opened and the file is never reachable from the internet.
Does the QuickBooks machine have to stay on?
Yes — the agent needs the company file to be reachable, which means the machine hosting it is running and the agent is installed. That is the trade for using a desktop product that has no cloud API of its own.
Which editions are supported?
QuickBooks Pro, Premier and Enterprise — the desktop editions. If you are on QuickBooks Online, the cloud integration connects directly and needs no agent.
What happens if a rep edits a customer QuickBooks owns?
The edit is overwritten at the next refresh, and that is deliberate. QuickBooks stays the book of record for existing customers so two systems cannot disagree about an account. A customer a rep creates in the field is the exception: it pushes up, and QuickBooks assigns its identity from there.
Does it sync our price levels?
Yes. QuickBooks Desktop price levels are imported and enforced on every document a rep raises, so the price quoted at the shelf is the price your accounts expect. QuickBooks Online does not expose price levels through its API at all.
Can it handle sales orders?
Yes, two-way. This is one of the real differences from QuickBooks Online, which has no Sales Order object, so orders there have to become an estimate or an invoice instead.

See it against your own company file.

The agent installs in minutes on a copy of your file. We would rather show you your own data crossing than talk about someone else’s.

Request a demo Talk to us
Request a Demo