Nabbit — Setting Up QuickBooks Desktop

Integrations

Connect your accounting system and document storage.

📖 Accounting system

Tell us which QuickBooks you use. QuickBooks Desktop has no live connection — Nabbit gives you a file export instead.

I use QuickBooks Online

Connect below so Nabbit can sync accounts and post bills automatically.

I use QuickBooks Desktop

Nabbit generates a file you import into QuickBooks.

Integrations

📖 Accounting system QuickBooks Desktop

⚠ Upload a trial balance to finish setup. In QBD: Reports → Trial Balance → Export to Excel or print to PDF.

Upload your trial balance

📄

Drag & drop your trial balance here

or click to browse

.xlsx, .xls, .csv, or .pdf

Integrations

📖 Accounting system QuickBooks Desktop

✓ Trial balance uploaded. Your GL accounts are ready for coding.

Trial Balance — Aug 2026

142 accounts parsed · Uploaded just now

✓ Parsed

Integrations

📖 Accounting system QuickBooks Desktop

✓ Trial balance uploaded

Sales tax codes

QuickBooks Desktop calculates tax amounts automatically from the tax code on each transaction. Upload your Sales Tax Code list so the right code is always available when coding a receipt.

📋

Drag & drop your tax code list here

or click to browse

Integrations

📖 Accounting system QuickBooks Desktop

✓ Trial balance uploaded · ✓ Tax codes loaded

Your tax codes

H — HST 13%G — GST 5%S — PST 7%E — ExemptZ — Zero-ratedHP — HST ON Point-of-sale

Receipts

Assign GL accounts and tax codes, then approve.

MerchantAmountGL AccountTax CodeJobStatus

Shell Canada$142.50Fuel ▾H — HST 13% ▾— ▾Approved

Staples$87.23Office Supplies ▾H — HST 13% ▾— ▾Approved

Amazon$234.99Equipment ▾H — HST 13% ▾— ▾Approved

Tim Hortons$18.40Select GL ▾Select tax ▾— ▾Pending

Bulk assign:GL Account ▾Tax Code ▾Job ▾

Export to QuickBooks Desktop

3 approved receipts · 9 expense lines

FormatIIF (Intuit Interchange)

Bills3

Total$464.72

ℹIIF files allow QB to accept multiple lines per bill — Click FILE → Utilities → IMPORT → IIF Files to pull it into QB

QuickBooks Desktop — File, Utilities, Import, IIF Files