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NEWAI bill capture & Ask your books →
QuickBooks Desktop → Cloud Sync

Your QuickBooks data, available anywhere — automatically.

QBWebSync connects QuickBooks Desktop to a secure web portal in real time. No manual exports, no remote desktop, no IT headaches — just your customers, invoices, bills and reports, always up to date and reachable from any browser.

Get your free demo See how it works
No credit card required Works with QuickBooks 2022+ (64-bit) No remote desktop needed
QBWebSync — Sync Dashboard
Cloud accessLast sync · 2 minutes ago ● Live
MySQL integrationPortal edits posted within seconds Syncing
1,284
Customers
$94K
Invoiced
2-way
Sync
Changes post to QuickBooks automatically
2-way
Sync between Desktop & web
~15 sec
Portal edits posted to QuickBooks
8
Built-in financial reports
AI
Bill capture & answers built in
Why QBWebSync

Everything in QuickBooks Desktop, working in the cloud.

Your company file never leaves your PC. A lightweight agent mirrors it to a secure, multi-user portal — and writes your edits back to QuickBooks automatically.

True two-way sync

Create or edit customers, vendors, items, invoices, payments and bills in the portal — changes flow back to QuickBooks, with echo suppression and conflict detection so nothing double-posts.

Real-time auto-sync

Portal changes are queued and posted to QuickBooks within seconds, and you can pull the latest from QuickBooks any time. Watermarks and a deletion sweep keep both sides reconciled — no scheduled exports to babysit.

Live financial reports

Profit & Loss, Balance Sheet, A/R & A/P Aging, Customer & Vendor balances and QuickReports — pulled live from QuickBooks and exportable to Excel, PDF or print.

Multi-company, multi-user

Manage several company files and give your whole team role-based access. Bookkeepers, owners and accountants all work from the same live data — from anywhere.

Bank-grade security

Encrypted transport, tenant-isolated data and credentials that never leave your control. The agent connects out — no inbound ports opened on your network.

No remote desktop, no IT

Skip clunky hosting and RDP sessions. Install a self-contained agent in minutes on the PC that runs QuickBooks — that's the entire setup.

New · AI inside QBWebSync

AI that does the typing. You stay in control.

Two AI helpers built into the portal, working on your synced QuickBooks Desktop data. They suggest and answer — a person always reviews and clicks Save.

Snap a bill. It fills itself in.

Upload a PDF or photo of any vendor bill. QBWebSync reads the vendor, bill number, dates, terms, line items and tax, and fills in Enter Bills for you — matched to your existing vendors and the accounts you used before.

  • Anything uncertain is highlighted for a quick check
  • Warns you if the lines don't add up to the bill total
  • Nothing reaches QuickBooks until you click Save; the original bill stays attached

Ask your books anything.

"Who owes us the most?" "Which invoices are overdue?" "Top items by sales this year?" Type a question in plain English and get a straight answer from your own QuickBooks data.

  • Every answer shows its sources and when the data last synced
  • Live P&L, Balance Sheet and aging reports when you need them
  • Read-only — if the data isn't synced, it says so instead of guessing

AI never changes QuickBooks by itself. Each company's data stays separate, every AI request is logged, and your admin can turn the features off at any time. Bill documents and questions are processed by our AI providers (Groq and Google Gemini) — see our Privacy Policy.

How it works

From desktop to cloud in three steps.

Most teams are up and running in under ten minutes. No servers to configure, no company file to move.

Install the agent

Download the self-contained QBWebSync agent and run the installer on the PC where QuickBooks Desktop lives. It bundles everything it needs — no Node, no dependencies.

Pair your company file

Approve the one-time connection in QuickBooks and pick your company file. The agent pairs to your portal over a secure outbound link.

Work from anywhere

Your data syncs automatically. Open the portal from any browser to view lists, create transactions and run reports — all mirrored back to QuickBooks.

Inside the portal

A familiar QuickBooks layout, reimagined for the web.

Every screen mirrors the QuickBooks desktop window you already know — Customer & Vendor centers, item lists, transactions and a dedicated sync dashboard.

One dashboard for every company file

See sync status at a glance, jump into any list, ask your books a question, and know exactly when data last moved between QuickBooks and the cloud.

  • Live sync state per entity
  • Switch companies in one click
  • Queue, runs and conflicts in view

Real QuickBooks reports, live in your browser

Run a Profit & Loss, Balance Sheet or Aging report straight from QuickBooks — then export to Excel, save as PDF, or print. Numbers are pulled fresh, never stale copies.

  • P&L, Balance Sheet & Trial-ready detail
  • A/R & A/P Aging, Customer & Vendor balances
  • Excel / PDF / Print export on every report

Enter bills & pay them — it all flows back

Record expense- or item-based bills, apply payments, and watch each transaction post to QuickBooks on the next sync, with a full audit trail and conflict handling.

  • Bills, Pay Bills & bill-payment checks
  • Over-payment guardrails built in
  • Every change tracked and reversible
Watch the demo

See a full sync in about two minutes.

From installing the agent to running a live Profit & Loss — the whole workflow, start to finish.

Pricing

Simple plans that scale with your books.

Start with a free demo. Upgrade when you're ready — every plan includes two-way sync and the full report suite.

Starter
$29/mo
One company file, for solo owners and bookkeepers.
  • 1 company file
  • 2 users
  • Two-way sync + all reports
Start free
Business
$79/mo
Growing teams that need more seats and companies.
  • Up to 3 company files
  • 10 users, role-based access
  • Priority sync & support
Get your free demo
Firm
Custom
Accounting firms managing many clients.
  • Unlimited company files
  • Unlimited users
  • Dedicated onboarding
Talk to sales

Illustrative pricing — set your real plans in WordPress before publishing.

Questions

Everything you might ask before switching.

Does QBWebSync move my company file to the cloud?
No. Your QuickBooks company file stays on your PC. A lightweight agent reads and writes to it locally and mirrors the data to your secure portal — you keep full control of the original file.
Which versions of QuickBooks are supported?
QuickBooks Desktop 2022 or newer (64-bit) — Pro, Premier and Enterprise. The agent installs on the same Windows PC that runs QuickBooks.
Is it really two-way?
Yes. Edits made in the portal — new customers, invoices, bills, payments and more — are written back to QuickBooks automatically, with echo suppression and conflict detection so records never double-post.
How often does it sync?
Changes you make in the portal are posted to QuickBooks automatically, usually within seconds, and you can pull the latest from QuickBooks on demand. Watermarks and a deletion sweep keep both sides reconciled.
Do I need to open ports or use remote desktop?
Neither. The agent makes a secure outbound connection only — nothing inbound to configure — and there's no RDP or hosting to manage.
Is my data secure?
Data is encrypted in transit, each tenant's data is isolated, and your QuickBooks credentials never leave your machine. You can revoke the agent's access at any time.
What do the AI features do?
Bill capture reads an uploaded PDF or photo of a vendor bill and pre-fills Enter Bills; uncertain fields are highlighted for you to check. Ask your books answers plain-English questions about your synced data — who owes you, what's overdue, top items, P&L — and shows where every number came from.
Can the AI change my QuickBooks data?
No. The AI only suggests values in a form or answers questions. Nothing reaches QuickBooks until a person reviews it and clicks Save, and saves go through the normal two-way sync.
Where does my data go when I use AI, and can I turn it off?
Uploaded bills and your questions, with the company data needed to answer, are processed by our AI providers (Groq and Google Gemini). Each company's data stays separate and every AI request is logged. An admin can turn AI features off at any time under Administration → AI Features.
Free demo · No commitment

Let's talk QuickBooks.

No credit card, no pushy sales calls. Just a real look at how QBWebSync connects your QuickBooks Desktop data to the cloud — with your own file, if you like.

  • Live demo with your own data
    See your real company file in the portal.
  • Free download to test
    Try the agent in your own environment.
  • Hands-on setup help
    Our team gets you paired and syncing.
  • Reply within 1 business day
    A real person, not an auto-responder.
info@qbwebsync.comEmail us anytime +1 (773) 788-3733Call us during business hours
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Book a free 15-minute call — pick a time that suits you.
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We reply within 1 business day.

Answered by a real person on our team — usually within a few hours.

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Not ready to talk? Download the agent and try it free →

Put your QuickBooks data to work — anywhere.

Start a free demo today and see your live company data in the cloud in minutes. No credit card, no remote desktop, no risk to your file.

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Works with QuickBooks Desktop 2022+ (64-bit) · Set up in under 10 minutes