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Zeno works the same way wherever it runs. The connection runs wherever the ledger can be reached safely: in the hosted firm workspace for cloud APIs, or on a Windows workstation for QuickBooks Desktop.

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The short version

Hosted or local

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Run locally when

Your books live in QuickBooks Desktop and you want an AI doing bookkeeping in them — coding a month of card activity, entering a stack of bills, cleaning up a miscoded quarter. Zeno installs on the workstation, talks to QuickBooks on that machine, and keeps its history locally. It works on its own; a Zeno account is needed only for the Desktop connectors add-on, which gives the workstation live bank feeds. The company file is never a book in the hosted workspace. Every batch is proposed, shown to you as a table, and posted after you approve it.

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Use the hosted firm workspace when

You need one place to see and approve work across clients, or the client’s ledger exposes a cloud API such as QuickBooks Online. The workspace holds the queues, source documents, plans, reviews, firm memory, and work record. Ledger-native accounting remains in QuickBooks.

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The steps do not change

Both follow the same steps:
  1. Read the authoritative ledger and prepare a plan.
  2. Resolve names, accounts, duplicates, and client rules.
  3. Put the plan in front of the responsible person.
  4. Apply only the approved changes.
  5. Preserve the run record and a path through reversal.
The same steps in both places

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Running local services together

QuickBooks serves one caller at a time. If another scheduled service also uses the company file, coordinate its schedule with interactive Zeno work. See running alongside the QuickBooks sync.