The Edge supports both QuickBooks Desktop and QuickBooks Online.
QuickBooks Desktop Integration
To integrate with QuickBooks you must first install QBFC. This is an application provided by Intuit that allows The Edge to communicate with QuickBooks. Once installed, you must then grant The Edge permission to access your company file.
To do so:
- Download and install QBFC by clicking the link below:
Download QB Foundation Classes - 64-bit for Edge 64-bit AND QB Desktop '22 and newer
Download QB Foundation Classes - 32-bit for QB Desktop '21 and older
- Launch QuickBooks and open your QuickBooks company file.
- Resolve any QuickBooks reminders requiring your input (backups, updates, etc).
- Open QuickBooks and make sure your company file is open, then launch The Edge.
- Select Administrative > QuickBooks > Setup QuickBooks Integration.
- On the General tab, click the drop-down arrow on the Point of Sale Customer field. This will initiate connection between The Edge and QuickBooks. QuickBooks will begin blinking on your Windows task bar to alert you attention is required.
- Select QuickBooks. You will be prompted to grant The Edge permission to read and modify your QuickBooks company file.
- Continue to Mapping The Edge with QuickBooks Accounts section of this document.
Click HERE for instructions on integrating with QuickBooks Online.