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How to Connect QuickBooks to Reach Reporting

This article explains how to connect and manage QuickBooks data with Reach Reporting, including supported QuickBooks types, the connection process, what to expect during syncing, and options for additional data sources.

Summary

  • Reach Reporting integrates with both QuickBooks Online (QBO) and QuickBooks Desktop (QBD). A desktop connector app links a QBD file to Reach. Once authorized, data syncs automatically and appears after you refresh your workspace.

Supported QuickBooks integrations

  • QuickBooks Online (QBO)
  • QuickBooks Desktop (QBD) — supported via a desktop connector app that links your QBD file to Reach

Other integrations and alternatives

  • Reach also integrates with other accounting and payroll systems (examples include Xero, MyOB, and Gusto).
  • For systems not directly integrated, CSV import is available as an alternative.

Connecting your QuickBooks data

  1. Initiate the connection for QuickBooks Online or QuickBooks Desktop within Reach Reporting.
  2. For QuickBooks Desktop, install and use the QuickBooks Desktop connector app to link the QBD file to Reach.
  3. Authorize Reach to access the QuickBooks data when prompted.

What happens after you authorize

  • The sync process begins immediately after initiation.
  • Data synchronization is automatic once authorized.
  • Refresh your Reach workspace to see the newly synced data.

Sync timing and what affects it

  • Total sync time varies based on the size of your QuickBooks data.
  • Syncing additional entities (for example: classes, vendors, and customers) can increase the time required.

Managing multiple company connections

  • Billing is based on the number of connections in your workspace. For current prices, see our pricing page at reachreporting.com/pricing, chat with us using the chat bubble, or schedule a demo.

Practical tips

  • After authorizing a connection, allow time for the initial sync to complete—larger datasets and extra entities (classes, vendors, customers) will take longer.
  • Use the desktop connector app for QuickBooks Desktop to ensure Reach can access your QBD file.
  • Refresh your workspace in Reach to view synced QuickBooks data.
  • If you manage many client companies, chat with us or schedule a demo to find the plan that fits your number of connections.

Conclusion Reach Reporting supports both QuickBooks Online and QuickBooks Desktop (via a desktop connector app). After authorization, data syncs automatically; refresh your workspace to view it. Sync time depends on data size and whether you include extra entities such as classes, vendors, and customers. Managing several companies? See our pricing page, chat with us, or schedule a demo to find the right plan.