✔  Available on Deliver, Grow, and Scale subscriptions 1

QuickBooks is an accounting software package that offers payroll, invoice, and expense management.

Within Teamwork.com, you can export invoices directly to QuickBooks Online.

A site administrator will first need to enable the integration in the site settings.

Before you start

QuickBooks Online export only supports US tax codes.
  • If the connected QuickBooks Online account's tax code is from a region outside the US, you may experience issues exporting the invoice & calculating the correct tax.
  • We recommend verifying if the tax is correct on the invoice. If you identify any issues, the best course of action is to export an Excel copy of the invoice and upload this to Quickbooks Online.

Export an invoice to QuickBooks Online

  1. Select Jump to in Teamwork.com's main navigation menu.
  2. Search for and select a project.
  3. Switch to the project's Finance tab. Finance might be hidden under the More... option.
  4. Select the Billing subsection.Image Placeholder

  5. Select the relevant invoice from the left navigation panel. You can export open and completed invoices — switch between Open and Completed tabs to find the invoice you need.

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  6. Click Export Invoice in the invoice's bottom left.

  7. Select Export to QuickBooks Online.
  8. Click Export.

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  9. Fill out the invoice's details. Once QuickBooks Online has been set up for your site, the customer field auto-populates with any existing customers from your QuickBooks account. Invoice options include:
    1. Customer to invoice: Choose an existing customer from your QuickBooks account to associate with the invoice.
    2. Invoice type: Create a new invoice in QuickBooks or add the invoice items to an existing QuickBooks invoice.
      📝 Each time you export to an existing invoice, all items from the Teamwork.com invoice are applied as new line items in the QuickBooks invoice.
    3. Tax code: If you have a default tax code set up in QuickBooks, this is selected automatically.
    4. Default product/service
    5. Description/notes field contents: Choose which invoice properties are exported to QuickBooks.

  10. Click Export to complete the export to your QuickBooks account.

The invoices is exported to QuickBooks Online (under the associated customer). A QuickBooks invoice link is added to the top of the invoice in the project's Billing section.
  • View: Click the link to view the QuickBooks invoice in your associated QuickBooks account.
  • Delete: Click the trash can to unlink the invoice.

View an exported invoice in QuickBooks

In QuickBooks, exported invoices are listed under the associated customer.

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Each expense or time entry added to the invoice in Teamwork.com appears as a new line item in the QuickBooks invoice.

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Export an invoice as a QuickBooks accountant

If you sign in to a QuickBooks accountant profile, you must select a company/firm to use with the export.

Once you select the company/firm from the dropdown, click the Add app to firm link, then click Confirm and proceed with the setup.

For more information, see: QuickBooks Online and Custom Invoice IDs
1. Also available on legacy subscriptions: Pro, Premium, Enterprise.