> ## Documentation Index
> Fetch the complete documentation index at: https://zenofirm.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Work with QuickBooks Desktop

> Prepare bookkeeping work with your AI assistant and review it before Zeno posts to your company file.

<div className="zeno-intro">
  <p className="zeno-eyebrow">QuickBooks Desktop · On Windows</p>
  <p>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.</p>
</div>

<span id="start-here" />

<span id="what-it-requires" />

## 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.

<CardGroup cols={2}>
  <Card title="Install Zeno" icon="download" href="/docs/quickbooks-desktop/install" cta="Start installation" arrow>
    Install the Windows app, restart your AI client, and check the connection.
  </Card>

  <Card title="Set up a company file" icon="folder-open" href="/docs/quickbooks-desktop/setup-companies" cta="Connect your company" arrow>
    Grant permission in QuickBooks and ask a first question to check the setup.
  </Card>
</CardGroup>

<span id="what-it-does" />

## Pick up the work

<CardGroup cols={2}>
  <Card title="Prepare your first batch" icon="clipboard-list" href="/docs/quickbooks-desktop/first-batch">
    Start with a small set of entries, read the approval table, and check what posted.
  </Card>

  <Card title="Code a bank or card statement" icon="building-columns" href="/docs/quickbooks-desktop/bank-feed">
    Import a file, check for duplicates, code the lines, and review a posting plan.
  </Card>

  <Card title="Ask about the books" icon="magnifying-glass" href="/docs/quickbooks-desktop/first-questions">
    Get reports, compare periods, or ask a question across your registered companies.
  </Card>

  <Card title="Save a coding decision" icon="bookmark" href="/docs/quickbooks-desktop/memory">
    Teach a rule or record client knowledge for the next time you do the work.
  </Card>
</CardGroup>

For automatic bank imports, the optional
[Desktop connectors add-on](/docs/quickbooks-desktop/bank-feed#a-live-bank-connection)
links the workstation to a Zeno account. The company file stays local and
continues to use its Desktop licence.

## Review with a colleague

Use the [local console](/docs/quickbooks-desktop/console) to inspect plans and
past runs. If several workstations share the work, configure a
[shared journal](/docs/quickbooks-desktop/shared-journal) so preparation and
review use the same record.

<span id="what-makes-it-safe-to-point-at-a-client-file" />

## Check the limits before you post

Start [read-only](/docs/quickbooks-desktop/install#installing-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](/docs/quickbooks-desktop/limits)
before choosing a workflow.

<span id="stuck-on-something" />

If your assistant cannot reach the company, start with the
[connection check](/docs/quickbooks-desktop/install#when-something-isnt-working).
For a company in QuickBooks Online, use the [firm workspace guide](/docs/cloud).


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