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