The CRM for QuickBooks Desktop

Most CRMs stopped at QuickBooks Online. Tormano connects to QuickBooks Desktop through Intuit's official Web Connector: the same CRM and automation, synced to your Desktop company file.

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How it connects

How the Desktop connection works

Download your connector file

In Tormano's QuickBooks settings, set a Desktop username and password and download the connector file.

Import it into the Web Connector

On the Windows machine running QuickBooks Desktop, add the file to Intuit's QuickBooks Web Connector and enter the password.

Sync on your schedule

Each session, the connector picks up what changed in Tormano since the last run and writes it to your company file: contacts as customers, sales as invoices, donations as sales receipts. Session history and sync health are tracked in Tormano.

Scheduled on Desktop, live on Online

QuickBooks Desktop syncs through the Web Connector on a schedule you set. QuickBooks Online syncs in real time. Everything else in Tormano works the same way for both.

IIF and CSV imports too

IIF export is also supported for QuickBooks Desktop import workflows, alongside CSV import with prebuilt column mappings for other CRM and donor platforms.

Move to Online when ready

If you later move to QuickBooks Online, the same Tormano workspace reconnects with real-time two-way sync and no CRM migration. See the Desktop-to-Online migration checklist.

Frequently asked questions

Does Tormano support QuickBooks Desktop?

Yes, through the official QuickBooks Web Connector. Contacts sync as customers, sales as invoices, and donations as sales receipts, with session history and sync health tracked in the app.

Is Desktop sync real-time like QuickBooks Online?

No. The Web Connector runs in scheduled sessions you control (for example every 15 minutes or hourly). QuickBooks Online connections sync in real time.

Which Desktop editions work?

QuickBooks Desktop Pro, Premier, and Enterprise on Windows. The machine running the Web Connector needs to be on, with QuickBooks available, for sessions to run.

Can I run Desktop and Online companies side by side?

Each Tormano organization connects to one company: Desktop through the Web Connector, or Online through Intuit's sign-in. Teams managing several companies run one workspace per company; additional QuickBooks Online companies can also be attached read-only for consolidated reporting.

What does it cost?

Desktop support comes with every plan. Business plans start at $29 per seat per month billed annually, and nonprofit plans start at $49 per month flat with unlimited users. The advanced analytics workspace is included on the top plans; see the pricing page for the full comparison.

Ready to see Tormano in action?

Connect your QuickBooks Desktop company, import your records, and run the workflows you use today.

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