Zeno Budget works with QuickBooks Online and QuickBooks Desktop. Whichever you run, the budgeting, cash flow grid, and change requests work the same way.
An owner connects the organization's QuickBooks Online company with Intuit's own sign-in and consent screen. Zeno Budget reads a full copy once, and after that only what changed. You can see when it last synced and disconnect at any time.
For QuickBooks Desktop, Zeno Budget uses Intuit's QuickBooks Web Connector, which runs on a Windows PC that can open your company file. Nothing else is installed. The Web Connector checks in on the schedule you set, so your actuals are as fresh as its last run.
Zeno Budget asks QuickBooks for read access to your accounting data and nothing else. It never creates, edits or deletes anything in your books. Your accounts, classes, locations, customers, vendors and transactions are copied into Zeno Budget so it can show your actuals beside your plan; that copy is never edited here.
Programs map to the classes you already use in QuickBooks, and on QuickBooks Online to locations as well. You decide how they nest.
Disconnecting stops the sync and ends Zeno Budget's access to QuickBooks. It changes nothing in QuickBooks. What happens to the copy Zeno Budget kept is in the privacy policy.
$99/month includes 3 programs, unlimited team members, and read-only QuickBooks sync.
