Integration: Teamwork and QuickBooks Integration

Table of Contents

Introduction

Integrating Teamwork and QuickBooks can save your business time and effort by allowing you to streamline your workflows and eliminate manual data entry. In this article, we’ll cover the benefits of integrating these two powerful tools and provide a step-by-step guide to get you started.

Benefits of Integration

Integrating Teamwork and QuickBooks can help your business in several ways, including:

Eliminating manual data entry
Streamlining your workflows
Reducing errors and inconsistencies
Improving data accuracy and visibility
Automating time tracking and invoicing

Step-by-Step Guide

To get started with integrating Teamwork and QuickBooks, follow these simple steps:

Step 1: Sign up for a QuickBooks Online account

If you don’t already have a QuickBooks Online account, sign up for one on the QuickBooks website. Choose a plan that meets your business needs and budget.

Step 2: Connect your QuickBooks account to Teamwork

In Teamwork, navigate to the “Integrations” tab in your project settings. Click on “Connect to QuickBooks” and follow the prompts to connect your QuickBooks account to Teamwork.

Step 3: Sync your data

Once you’ve connected your QuickBooks account to Teamwork, you’ll be prompted to sync your data. Choose the data you want to sync, such as invoices, payments, or time entries, and select the date range for the sync.

Step 4: Set up time tracking

To automate time tracking, set up the “Time Tracking” integration in Teamwork. Once set up, Teamwork will automatically send time entries to QuickBooks, eliminating the need for manual data entry.

Step 5: Create invoices

To create invoices in QuickBooks from Teamwork, simply navigate to the “Invoices” tab in Teamwork and select “Create Invoice”. Choose the client and project, and select the time entries you want to include on the invoice. When you’re ready, click “Create Invoice” and the invoice will be automatically created in QuickBooks.

Step 6: Track payments

To track payments in QuickBooks from Teamwork, navigate to the “Payments” tab in Teamwork and select “Track Payment”. Choose the client and project, and enter the payment details. When you’re ready, click “Track Payment” and the payment will be automatically tracked in QuickBooks.

Conclusion

Integrating Teamwork and QuickBooks can greatly improve your business workflows and productivity. By following this step-by-step guide, you can set up and use the integration features to streamline your workflows, reduce errors, and improve data accuracy and visibility. Remember to regularly sync your data, set up time tracking, create invoices, and track payments to ensure a successful integration. With Teamwork and QuickBooks integration, your business can work more efficiently and effectively towards achieving success.