QuickBooks is an accounting software package
that offers payroll, invoice, and expense
management.
Within Teamwork, you can export
invoices
directly to QuickBooks
Online.
Note: A site
administrator will first need to enable the
integration in the site-level integration
settings.
In the Billing area of your project, select
the relevant invoice from the left pane of the
open or completed invoices section.
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.
In the export modal, you will be
able to select an existing customer from your
QuickBooks account to associate with the
invoice. You can also set a tax code and
default product/service. If you have a default
tax code set up in QuickBooks, this will be
selected automatically.
At the bottom of the modal, you can
choose which invoice properties are exported
to QuickBooks.
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.
Once you have filled out the
relevant invoice details,
click Export to add the
invoice 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 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