Improved QuickBooks Desktop Link flow

We’ve updated the QuickBooks Desktop LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. flow to provide clearer guidance on how the Intuit Web Connector works and to reduce disruption to your customers' day‑to‑day operations.

What's new?

By default, data now syncsSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. 7pm–7am, Monday to Friday and weekends. This schedule is designed to allow users to continue using QuickBooks Desktop while the Intuit Web Connector is running.

Users can also:

• Set custom syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. schedules to suit their workflow.
• Pause syncing for 24 hours when they need to temporarily minimize activity.

Note: There is no impact for customers who have already connected their QuickBooks Desktop companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources., their current syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. schedule will remain unchanged. However, they’ll be able to configure their own syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. schedules starting January 10, 2026.

Who is this relevant for?

This update is relevant for clients whose customers use our QuickBooks Desktop LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. flow, especially those who need to minimize disruption during office hours when QuickBooks is in active use.

How to get started?

This update will automatically be enabled on January 10, 2026, but you can turn it on earlier by going to Developers > APIAPI A set of rules and protocols that allows different software applications to communicate with each other. Codat provides APIs for accessing financial data from accounting, banking, and commerce platforms. deprecations in the Portal and enabling "Improved QuickBooks Desktop LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. flow".

If your customers want to adjust their syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. settings or pause syncing, they can do so directly within LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat..