✔ 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
- Select Jump
to in
Teamwork.com's
main
navigation
menu.
- Search
for and select
a
project.
- Switch
to the
project's Finance tab. Finance
might be
hidden
under the
More...
option.
- Select the Billing subsection.
- 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.
- Click Export Invoice in the invoice's bottom left.
- Select Export to QuickBooks
Online.
- Click Export.
- 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:
- Customer to
invoice: Choose
an existing
customer from your
QuickBooks account to
associate with the
invoice.
- 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.
- Tax code: If you
have a default
tax code set up in
QuickBooks, this is
selected
automatically.
- Default
product/service
- Description/notes field contents: Choose which invoice properties are exported to QuickBooks.
- 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.
Each expense or time entry added to
the invoice in Teamwork.com appears as a new
line item in the QuickBooks invoice.
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.