Setting up the QuickBooks Desktop Integration

Getting Started

To successfully integrate QuickBooks Desktop with Broadly, follow these steps in order. Please note that Multi-User Mode will not work during the setup process, so ensure that QuickBooks is in Single-User Mode and you are logged in as an Admin.

Step 1: Install the Required Patch

1. Download and install the required QuickBooks patch from the link below: QBFC 13.0 Installer

2. Follow the on-screen instructions to complete the installation.

1. Download the Broadly Upload Client from the link below: Broadly Upload Client Installer

2. Begin the installation process and follow the prompts.

3. Click Next to proceed. If you see a "Time Remaining" pop-up, you can ignore it.

1. When prompted, enter the Access Key found in the Connection Settings page of your Broadly platform.

2. Click Next to continue.

1. Choose QuickBooks Desktop as the integration to install.

2. Click Next to proceed.

By default, all invoices and sales receipts will be eligible for review requests. However, you can customize this:

• To wait until an invoice has a $0 balance before sending a request, check the box labeled "Only upload invoices with $0 balance."

• To filter by Invoice Class:

  • Enter the exact Class Name(s) (case-sensitive) in the field provided.

  • Ensure names match exactly as they appear in QuickBooks.

  • Note: If a class is specified, all other classes, including unclassified invoices, will be ignored.

1. During installation, QuickBooks may display a pop-up requesting permission for Broadly Upload Client to access data.

2. Select "Yes, always allow access even when QuickBooks isn’t running."

3. Click Continue to proceed.

1. Continue through the setup process until you see the "All Done" screen.

2. Your integration is now installed!

1. Send a test invoice that matches your selected criteria.

2. The invoice should appear in the Broadly platform the next time the hourly uploader runs.

Troubleshooting Common Issues

Issue: Initial Upload Hangs

• Symptom: The Broadly Upload Client appears stuck on the upload screen.

• Cause: The client may not have permission to read QuickBooks data.

• Solution:

  1. In QuickBooks, navigate to Edit > Preferences > Integrated Applications > Company Preferences

  2. Locate Broadly Upload Client and click Preferences

  3. Check "Allow access for this application even when QuickBooks isn't running."

• Symptom: The upload fails with a "Scheduled Task Execution Failed" message.

• Solution:

  1. Verify that QBFC 13.0 is installed. If not, download it from: QBFC 13.0 Installer

  2. Ensure QuickBooks Desktop is open in Single-User Mode during setup.

Optional: Using Invoice or Sales Receipt Class Filters

If you only want to send review requests for certain invoices or sales receipts, you can classify them using the Class setting in QuickBooks.

How to Enable Class Tracking in QuickBooks Desktop

1. Follow QuickBooks’ guide to enable Class Tracking: Set up and use class tracking in QuickBooks Desktop

2. Do not set up subclasses.

Example Use Case

• If you only want Residential invoices uploaded:

  1. Create a "Residential" Class in QuickBooks.

  2. When creating an invoice or sales receipt, select "Residential" from the Class dropdown (found on the invoice or sales receipt, NOT the line item).

  3. Only invoices marked with this class will be uploaded to Broadly.