Download the QuickBooks connector file ( QWC file ) from the settings view and add the same to your QB Desktop product I believe I save money in the long run.The below steps shows how you can set up a Customer portal with QuickBooks Desktop /QuickBooks Online within a few minutes Steps to setup Customer portal with QuickBooks for FREE Step 1: Signup on PayorCRMįor creating the QuickBooks Online customer portal – Go to the login page and click on the sign up with QuickBooks Online buttonįor creating the QuickBooks Desktop customer portal – Go to the login page and register an account. I’ve used both, and I have decided to stay with the desktop version. The information above is just another person’s opinion. However, you can have all this done for the cost mentioned above.Īgain, this is a great article, and I agree with most of it. Cloud Hosting costs: I believe in having EHR data, office data, and Quickbooks backed up. Latest product cost: Desktop version is required to upgrade every 3 years. Of course having it backed up to cloud is nice, but same goes for all your data.Ĩ.

If you have a RAID server, losing the data is slim. You click the back-up button and it’s done. Back-up cost: You can backup the desktop version for free. About 5min to do 4 different accounts (2 banks and 2 credit cards) for me.ħ. Just download the statements from your bank or credit card into the Quickbooks file extension. Auto download costs: I don’t use the automatic download for desktop. I’m not sure how long or how often for the online version.Ħ. I get them about once a month, and this only takes about 5min. Updates on the on desktop version is simple. My account has a MAC and sharing the files with him is easy. PC and MAC is difficult with desktop if you want to use both on a regular basis, but I only use PC’s so this is not an issue. Sharing with your accountant is easy with the desktop version as well.Ĥ. I agree it’s not as nice as the online version.ģ. If you have a server and a VPN access, the desktop version will work. Working from anywhere is a nice option for the online version. Once it’s downloaded, all the automatic categorization is basically the same as the online version.Ģ. Download of bank and credit info, only takes 5min per month to complete. The overall cost of the Desktop version outweighs the minor benefits of the Online version.ġ.

Quickbooks 2018 desktop vs online