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Desktop Integrations

Desktop-based software connects to Business App through the Broadly Upload Client, a lightweight application installed on your computer that syncs customer and invoice data automatically.

Integrations that use this method include QuickBooks Desktop, Mitchell Manager, RO Writer, Napa TRACS, Napa TRACS Enterprise, and Dentrix.

Connect a desktop integration​

Step 1: Find the integration​

  1. Go to Administration → Connections in Business App.
  2. Click the Browse tab.
  3. Find the integration card for your application and click it.

Step 2: Review the marketing page and connect​

The marketing page describes what the integration does. Click Connect to start the setup process.

Step 3: Complete the pre-connect form​

The pre-connect form outlines the steps required to set up the integration. Click Add Connection to continue.

Step 4: Copy your access key​

After submitting the form, you are taken to the Connection Settings page. Copy the Access Key shown — you will need it during the Broadly Upload Client installation.

Install the Broadly Upload Client​

Step 1: Download and install​

Download the Broadly Upload Client and run the installer:

Download Broadly Upload Client

Click Next through the installation prompts. Ignore any "Time Remaining" pop-up that appears during the process.

Step 2: Enter your access key​

When prompted, paste the Access Key you copied from the Connection Settings page.

Step 3: Select your integration​

Choose the desktop application you are connecting (for example, QuickBooks Desktop).

Step 4: Set filters for review requests (QuickBooks Desktop)​

By default, all invoices and sales receipts are eligible to trigger review requests. You can narrow this:

  • Only paid invoices: Check Only upload invoices with $0 balance to wait until an invoice is fully paid before triggering a review request.
  • Filter by Invoice Class: Enter one or more exact Class names (case-sensitive) to upload invoices for specific classes only. When a class filter is active, all other classes — including unclassified invoices — are excluded.

Step 5: Grant data access in QuickBooks​

During installation, QuickBooks may show a pop-up requesting permission for the Broadly Upload Client to read your data. Select:

Yes, always allow access even when QuickBooks isn't running

Step 6: Complete installation​

Continue through the prompts until the All Done screen appears.

Step 7: Test the connection​

Send a test invoice that matches your filter criteria. It should appear in Business App the next time the hourly sync runs.

Troubleshooting​

Initial upload hangs and does not complete

Symptom: The Broadly Upload Client freezes on the upload screen and eventually times out.

Cause: The Upload Client does not have permission to read data in your QuickBooks file.

Fix: In QuickBooks, go to Edit → Preferences → Integrated Applications → Company Preferences → Broadly Upload Client → Preferences, then check Allow access for this application even when QuickBooks isn't running.

Scheduled task execution failed during initial upload

Symptom: The initial upload fails with a "Scheduled Task execution failed" error.

Fix:

  1. Verify that QBFC 13.0 is installed. If not, download it here.
  2. Make sure QuickBooks Desktop is open in single-user mode during setup.

Frequently Asked Questions (FAQs)​

How often does the Upload Client sync data?

The Broadly Upload Client runs an automatic sync every hour. Data from qualifying invoices or records appears in Business App after the next scheduled sync.

What happens if I set an Invoice Class filter?

Only invoices matching the exact Class name you entered are uploaded. All other invoices — including those with no class assigned — are excluded. Class names are case-sensitive, so make sure they match exactly as they appear in QuickBooks.

Can I use this on multiple computers?

The Broadly Upload Client should be installed on the computer that runs your desktop application. Each business location requires its own Access Key generated from that location's Business App account.