2026-01-10: QuickBooks Desktop syncs will soon be restricted to user-defined schedules

On January 10, 2026, we will deprecate the current behavior where data is synced immediately after a QuickBooks Desktop companyCompany In Codat, a company represents your customer's business entity. Companies can have multiple connections to different data sources. is linked. Going forward, all syncsSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule., including the initial fetch, will only run during the timeframes explicitly allowed by the customer’s syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. schedule.

This change aligns with upcoming improvements to the QuickBooks Desktop LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. flow, which will introduce configurable syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. schedules. These enhancements are designed to minimize disruption by ensuring the Intuit Web Connector only runs at times defined by the customer.

Under the new behavior (once available):

• Fetch on first linkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. will no longer run immediately after linking. It will wait until the next permitted syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. window.
• All future syncsSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. will also respect the user-defined syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. schedule, including any custom hours or pauses they configure.

Action required

This change does not affect existing QuickBooks Desktop connectionsConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform. — their current syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. schedules will remain in place. However, from January 10, 2026, users will be able to configure a syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. schedule of their choosing, including pausing or adjusting syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. times.

To prepare for this change:

• Ensure your application logic accounts for potential delays in data availability after a new QuickBooks Desktop connectionConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform. is established.
• Notify your customers that they will have full control over when syncing occurs, including options to pause syncing or define active syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. windows.
• Keep an eye on our upcoming updates for the official release of configurable syncSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. schedules.

Expected impact if no action is taken

If no action is taken by January 10, 2026, new QuickBooks Desktop connectionsConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform. may appear inactive or missing data immediately after linking. Since initial and ongoing syncsSync The process of fetching the latest data from a connected data source. Syncs can be triggered manually or run automatically on a schedule. will only run during the customer’s defined schedule, any assumptions that data will be available immediately may lead to broken workflows, delayed data processing, or incorrect user messaging.