QuickBooks Desktop

The QuickBooks Desktop integration sends invoices, bills, and purchase orders from Fiddle to your QuickBooks Desktop company file. It works through the Fiddle QB Agent, a Windows app that runs on the PC with QuickBooks. Changes you make in QuickBooks Desktop don’t come back to Fiddle.

Connect QuickBooks Desktop

1. Open the Integrations app, choose QuickBooks Desktop, and click Connect.
2. Install Fiddle QB Agent from the Microsoft Store on the PC that runs QuickBooks Desktop or Enterprise.
3. Open the agent, sign in with your Fiddle account, and choose your QuickBooks company file.
4. Back in Fiddle, click Test connection, then finish setup.
5. Click Settings and choose all five accounts on the Accounts tab.

Only account admins can connect, change settings, or disconnect.

Fiddle sends each request to the QB Agent, not straight to QuickBooks. Keep the agent running and signed in on that PC.

Settings

Tab	What it controls
Triggers	Which Fiddle events create records in QuickBooks Desktop
Accounts	The five default accounts: income, expense, cost of goods sold, inventory asset, and inventory purchases
Sales	Invoice number and date, shipping, subtotal, and discount item names, excluded sales channels, and custom fields

Set all five accounts. If any are missing, History shows “Integration not set up correctly” when a trigger sends a record.

Create invoices, bills, and purchase orders

• Invoices. On a sales order, find the Accounting integration(s) card, open the QuickBooks Desktop menu, and choose Create invoice.
• Bills and purchase orders. On a purchase order, open the QuickBooks Desktop menu and choose Create Bill or Create Purchase order.

To send records automatically, add triggers on the Triggers tab. A new connection starts with none.

When this happens in Fiddle	Action in QuickBooks Desktop
A sales order is confirmed or fulfilled	Create an invoice
A purchase order is issued or received	Create a bill, or create a purchase order

What isn’t synced

• Payments. Fiddle doesn’t record or send payments. Record them in QuickBooks Desktop.
• Credit memos and deposits.
• Sales tax codes. Fiddle doesn’t map tax codes.
• Inventory quantities and adjustments. Your stock lives in Fiddle.

History

The QuickBooks Desktop page in the Integrations app shows a History list of what Fiddle has sent to the agent.

For how connections work in general, see the integrations overview.