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QuickBooks Desktop · On Windows

Zeno runs on the computer where you use QuickBooks. Ask your assistant to prepare a batch or answer a question about the books, then review the work before anything posts.

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Get your first company ready

You need QuickBooks Desktop and a supported AI client on the same Windows computer, plus access to the company file. Zeno’s local workflow does not require a hosted Zeno workspace.

Install Zeno

Install the Windows app, restart your AI client, and check the connection.

Set up a company file

Grant permission in QuickBooks and ask a first question to check the setup.

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Pick up the work

Prepare your first batch

Start with a small set of entries, read the approval table, and check what posted.

Code a bank or card statement

Import a file, check for duplicates, code the lines, and review a posting plan.

Ask about the books

Get reports, compare periods, or ask a question across your registered companies.

Save a coding decision

Teach a rule or record client knowledge for the next time you do the work.
For automatic bank imports, the optional Desktop connectors add-on links the workstation to a Zeno account. The company file stays local and continues to use its Desktop licence.

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Review with a colleague

Use the local console to inspect plans and past runs. If several workstations share the work, configure a shared journal so preparation and review use the same record.

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Check the limits before you post

Start read-only if you want to inspect a company before enabling writes. Reversing a posted batch usually voids its transactions; funds transfers require manual removal in QuickBooks. Review the supported operations and limits before choosing a workflow. If your assistant cannot reach the company, start with the connection check. For a company in QuickBooks Online, use the firm workspace guide.