Skip to main content

​
Get set up

Choose the guide for your QuickBooks edition.

The firm workspace

QuickBooks Online · In your browserConnect a company, invite your colleagues, and prepare client work for review.

Zeno for QuickBooks Desktop

QuickBooks Desktop · On WindowsInstall Zeno on the QuickBooks computer and connect your first company file.

​
What are you working on?

​
Know what happens to the books

QuickBooks holds your accounting records. Zeno keeps the proposed work, your review decisions, and the record of what it posted.
  1. 01 · YOUR ASSISTANTPrepareDraft entries from your documents, instructions, and saved rules.
  2. 02 · YOUReviewCheck the company, dates, amounts, coding, and warnings.
  3. 03 · ZENOPostApply the approved work to QuickBooks and record the result.
  4. 04 · YOUCheckConfirm what posted and follow up on anything that failed.
Planning a batch does not post it. Start with a small batch you can check against its source, then use the same review process for larger jobs.

​
Find the right kind of help

Setting up a team?

Give bookkeepers and reviewers the access they need in the firm workspace.

Building an AI integration?

Read the hosted tool reference for capabilities, restrictions, and supported workflows.
Local integrations use the Desktop tool reference. If a guide does not answer your question, contact Zeno support. Include which edition you use and the step where you got stuck.