QuickBooks is an accounting software package
that offers payroll, invoice, and expense
management.
Within Teamwork, you can export
invoices
directly to QuickBooks
Online.
Note: The QuickBooks integration is available on per-user Deliver subscriptions and above.
A site
administrator will first need to enable the
integration in the site
settings.
Go to the Finance area of your project and select the Billing subsection.
You can choose to export both open and completed invoices. Select the relevant invoice from the left pane to view it.
Click the Export
Invoice button at the bottom
left of the invoice.
In the export modal, choose QuickBooks
Online from the options and click the Export button.
Once QuickBooks Online has been set up for your site,
the export modal will automatically populate
the customer field with any existing customers from your
QuickBooks account.
Invoice options include:
- Customer to invoice - choose an existing
customer from your QuickBooks account to
associate with the invoice.
- If you have not yet added customers to
your
QuickBooks account, you will see a
notice that
there
are no customers in the
account when you
try to connect
for export. You will need to go to
your
QuickBooks account and create a
customer
before being able to export.
- Invoice type - create a new invoice in
QuickBooks or add the invoice items to an
existing QuickBooks invoice.
- Tax code - if you have a default
tax code set up in QuickBooks, this will
be
selected automatically.
- Default product/service
- Description/notes field contents
- choose which invoice properties are
exported
to QuickBooks.
Once you have filled out the
relevant invoice details,
click Export to complete the
export to your QuickBooks account.
In
QuickBooks, you will see the
invoice listed under the
associated
customer.
Each expense or time entry added to
the invoice in Teamwork will appear as a new
line item in the QuickBooks invoice.
While
viewing the invoice in
Teamwork, you will see a link
to the invoice in QuickBooks
at the top of the invoice
area. Clicking the link will
open the invoice in your
associated QuickBooks account,
while the trash can icon
allows you to unlink the
invoice.
Exporting to an existing QuickBooks invoice
In the Export Invoice modal, you can also export your Teamwork invoice to an existing invoice in your QuickBooks account.
Once you select Add to an existing invoice from the Invoice type dropdown, an additional field will become visible allowing you to select a specific invoice.
Note: Each time you export to an existing invoice, all items from the Teamwork invoice will be applied as new line items in the QuickBooks invoice.
Exporting an invoice as a QuickBooks
accountant
If you sign into an accountant QuickBooks
account profile, you will first need to select
a company/firm to use with the export.
Once you select the company/firm from the
dropdown, you will need to click the Add
app to firm link below it before you
can click confirm and proceed with the
setup.
For more information, see: QuickBooks Online and
Custom Invoice IDs