The integration of QuickBooks with Teambook is a valuable feature for companies that use Teambook for resource management as well as QuickBooks for accounting.
Here’s how this integration works and the steps you need to take to set it up.
What is Teambook?
Teambook is a platform that helps project managers plan efficiently and intuitively. It’s simple for businesses and professionals to plan, track and manage their bookings. One of Teambook’s features is the ability to synchronize the calendars of each of your resources with planned bookings.
What is QuickBooks
QuickBooks is a popular accounting software package designed primarily for small and medium-sized businesses. It offers a full range of financial and accounting functions, such as accounting management, invoicing and payments, expense and revenue tracking, and more.
How does Teambook’s integration with Quickbooks work?
Matching user and project information
Before you start, make sure that the user email in Teambook matches the employee email in QuickBooks. In addition, project names in Teambook must be 100% identical to task names in QuickBooks.
Selection of tasks and payroll elements
In Teambook’s actual time logs, select the task and payroll item corresponding to those in QuickBooks. This step is crucial to ensure correct data synchronization.
Conditions for merging newspapers
Each journal you wish to transfer from Teambook to QuickBooks must meet the above conditions.
Unique synchronization process
Once data has been synchronized with QuickBooks for the first time, the same logs will no longer be sent to QuickBooks, even if changes are made in Teambook.
Integration configuration
To connect Teambook to QuickBooks, access the Integration tab in Teambook’s organization settings.
Download qwc file
Click on the button to download the qwc file required for integration.
Using the QuickBooks Web connector
Make sure you have installed the QuickBooks web connector. Add the downloaded qwc file to the QuickBooks web connector.
Finalizing integration
To complete the initialization process, enter your Teambook password in the QuickBooks web connector and click on the “Execute” button to start the log transfer.
Regular data updates
Whenever you wish to update data in QuickBooks, simply click on the “Execute” button in the web connector.
To sum up
This integration enables more efficient, automated management of financial and human resources data, reducing manual errors and saving time.
This allows Teambook users to concentrate more on managing projects and teams, while letting QuickBooks handle the accounting aspects.
Now it’s your turn! Start for free on Teambook.
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FAQ
The integration enables data from Teambook, such as hours worked and project information, to be transferred directly into QuickBooks Desktop for accounting and payroll management.
First download the qwc file from Teambook, then add it to the QuickBooks web connector. Then follow the instructions to authorize integration.
Yes, it’s important that the user’s e-mail address in Teambook matches that in QuickBooks, and that project and task names are identical in both systems.
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