SI's QuickBooks integration allows you to create Estimates and Purchase Orders in QuickBooks directly from your SI Projects. You can also create Items in your QuickBooks database directly from your SI Catalog of Items. SI works with both QuickBooks and QuickBooks Online. Click here for supported version information.
For the desktop version, QuickBooks must be installed on the machine where the SI Client is installed. Your QuickBooks company file can be stored on any machine on your network, but the actual QuickBooks application must be installed on the machine.
During the "Initial Connection" (see below), you must be logged into QuickBooks as the Admin and you must be in "Single User Mode".
There a few differences between QuickBooks desktop and QuickBooks online regarding our integration
You have now made the connection between SI and QuickBooks. What happened in QuickBooks can be viewed under Edit->Preferences. When the Preferences form opens, click Integrated Applications and then the Company Preferences tab:
Click the Properties button to see the permissions you just granted, it should look similar to the image below:
You will then need to click the Authorize button to allow data to be shared between SI and QuickBooks:
Note: If you do not see a screen similar to the one above and instead see a mostly blank screen, click the link in the bottom left corner of the form:
This will then open a form with instructions on how to connect to QuickBooks Online:
You will then be prompted whether you want to connect automatically moving forward if you want to be prompted to connect each time you use this functionality:
If you have not already done so, you will next want to continue with your QuickBooks Settings.