QuickBooks Desktop overview
Summary view of the QuickBooks Desktop connection flow and available support
To learn more about the technology employed to access your data and how it's used, check How we use your data.
Your financial institution has requested to view, create or modify your business's financial data via your QuickBooks Desktop account. This is needed to deliver financial services to you. You will follow a secure connection flow to establish a digital link to your QuickBooks Desktop account.
Check your software plan or version
If you need to check the plan or version of the accounting software you are using, follow these steps in QuickBooks Desktop:
- Launch the QuickBooks Desktop application.
- While in QBD, press the F2 key on your keyboard.
- In the Product Information window, check:
- The end of the product name to determine the software release.
- The Versions Used on File section to determine the software version.
You can also check your software version by logging into the Intuit Account Manager. Use your QBD credentials and select Products & billing in the sidebar to view subscription and version details.
Supported access options
At the start of the connection flow, choose the way you access your QuickBooks Desktop software. We need this information to customize the subsequent steps of the flow. There are four options to choose from.
| # | Option | Guidance |
|---|---|---|
| 1 | QuickBooks Desktop app | Choose this option if your QBD app is installed on your physical machine and can be accessed without Internet. To check, navigate to Start > Settings > Apps on your machine and search for QuickBooks Desktop. |
| 2 | QuickBooks Enterprise with Cloud | With this option, you can access your enterprise version of QuickBooks from any machine with an active Internet connection. |
| 3 | Rightworks | This option applies if you login to a remote desktop connection first, and then open the QuickBooks Desktop app as a second step. |
| 4 | Another hosting provider | Choose this option if none of the above apply. The connection may not work as expected because this is an unsupported access option. |
Support articles
For key steps of our QuickBooks Desktop flow and associated troubleshooting, we provide dedicated support guides: