Spotlight supports US, Canadian and UK versions of QuickBooks Desktop (Pro, Premier, Premier Accountant and Enterprise).
If you use an unsupported version, you can still import your data into Spotlight using the Excel import.
Note: To be able to use the Spotlight Desktop Connector, you must be using Windows 8 or above, or Windows Server 2012 or above. This is because the connectivity features required by the Desktop Connector are only available within these versions.
When working with QuickBooks Desktop data, the connection to the data is handled by the Spotlight Desktop Connector. Before the first import, you will need to install the Desktop Connector, or connect to a Desktop Connector installation which is already set up.
Once you've downloaded this file, navigate to your downloads folder and double-click the Setup.exe file to install the Desktop Connector.
The Spotlight Desktop Connector automatically installs, and the icon appears in your Windows system tray.
Please refer to our Desktop Connector article for full details of how to set up and connect to the Desktop Connector, and how to make your data available for import into Spotlight.
Please note minimum operating system requirements of at least Windows 8 / Windows Server 2012 or greater.
If you've previously added the file to the Desktop Connector, continue to the next section. If another user set up the Desktop Connector, or if you're accessing the data remotely, please contact the person who set up the Desktop Connector to request the Desktop Connector ID. Please note that they will also need to authorise your connection to the Desktop Connector as outlined in this article.
The company file is now added and appears on the list. You can now connect to this data from within Spotlight.
Before you can import, you will need the Desktop Connector ID. You can obtain this from within the Desktop Connector. To access this, in the Windows system tray click the Desktop Connector icon The ID appears at the bottom right-hand corner of the Desktop Connector window. To copy the ID, click the copy button alongside it.
The first time you import, the process may take a few minutes. In subsequent imports, you can bring in only the updated data to speed up the process. If you reimport the data for a range you’ve already imported, the new data replaces the old information.
As QuickBooks uses some account classifications and numbers which aren't available in Spotlight, the first time that you import your data we recommend that you check that your accounts appear in the correct section.
Note: You only need to do this after your first import. For subsequent imports, Spotlight recognises the report codes you've already set.
From time to time, we may update the Desktop Connector to roll out new features and improvements. Updates are automatically downloaded and installed, however, you will need to restart the Desktop Connector application to use the latest version.
Note: Our desktop connector is currently optimised for local environments only and does not support remote desktop or networked environment.
If your computer's time is different from the actual time clicking on the launch icon in Spotlight may see the import fail.
This relates to the time on your computer not matching the servers time. Please ensure your computers time matches to the current time (https://time.is/) within 20 minutes.
When connecting with a company file for the first time, you will need to authorise the connection within QuickBooks Desktop and an authorisation error message may appear.
A new dialogue box will appear in QuickBooks asking you to authorise the connection with Spotlight.
The Company file will now appear in the Desktop Connector.