Will AutoFund work with my QuickBooks?
AutoFund connects to QuickBooks Online today; QuickBooks Desktop for Windows is coming soon and can’t be subscribed to yet. Check your product below before you subscribe — if it isn’t supported, we’d rather tell you now than take your money.
QuickBooks Online (Plus or Advanced)
Fully supported. Fund tracking uses QuickBooks Classes, which are included in the Plus and Advanced plans.
QuickBooks Desktop Enterprise 24.0 or newer (Windows)
Coming soon — QuickBooks Desktop isn't available to subscribe to yet, so it can't be connected today. AutoFund connects to QuickBooks Online in the meantime.
QuickBooks Desktop Pro or Premier Plus 2024 (Windows)
Coming soon — QuickBooks Desktop isn't available to subscribe to yet, so it can't be connected today. AutoFund connects to QuickBooks Online in the meantime.
Older QuickBooks Desktop for Windows (2015–2023)
Coming soon — QuickBooks Desktop isn't available to subscribe to yet, so it can't be connected today. AutoFund connects to QuickBooks Online in the meantime.
QuickBooks Desktop for Mac
Not supported: Intuit provides no Web Connector or SDK for the Mac edition, so AutoFund has no way to connect.
A note on QuickBooks Classes
Fund tracking uses QuickBooks Classes. On QuickBooks Online that means the Plus or Advanced plan; Simple Start and Essentials don’t include class tracking. QuickBooks Desktop for Windows includes classes on all supported editions.
A note on your chart of accounts
Whichever QuickBooks you use, each restricted or designated fund needs its own equity account in your chart of accounts — that is the account AutoFund moves the fund’s share of net income into each month. Tracking funds by class alone, against a single net-assets or retained-earnings account, isn’t enough: AutoFund maps to fund equity accounts and can’t create them for you. Adding them is a one-time job in QuickBooks, and it is worth doing before you subscribe.