To seamlessly create invoices for your clients using Financial Cents, you can automatically sync your time entries from Financial Cents with QuickBooks Online.
When the time entries are sync’d from Financial Cents to QuickBooks Online they will automatically be displayed in QuickBooks Online while creating invoices as seen below.
***Once integrated all your time logs will automatically be synced so you never have to manually push your time into QuickBooks Online.
It is also a 2-way integration. Which means:
If you log or edit a time entry in Financial Cents, it will update in QuickBooks Online
If you log or edit a time entry in QuickBooks Online, it will update in Financial Cents
This ensures the time entries are are always up to date in both systems and that your invoices are accurate!
Below are the steps to sync your time entries between Financial Cents and QuickBooks Online.
1) Add Clients
First, you will need to add your clients by integrating with QuickBooks Online which can be done by clicking the “+ Integration” button on the “Integrations” tab.
2) Link Employees
Next, you will need to link your employees in QuickBooks Online to Financial Cents so QuickBooks Online can identify who on your staff is tracking specific time logs.
***If you are a solo firm you will still need to link your FC account with your own employee record in QuickBooks Online.
3) Upload Past Time Logs
Lastly, you will need to manually push all your past time logs into QuickBooks Online by clicking "Upload past time logs."
***You will only have to do this one time because all time entries will automatically sync between QuickBooks Online and Financial Cents after the integration is completed.
Once completed, you will be able to seamlessly create invoices with your time tracked in Financial Cents.
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FAQs
Does FC connect with QuickBooks Desktop for invoicing?
No, FC does not connect with QuickBooks Desktop, it connects with QuickBooks Online. However, you can manually export your time tracking information from FC and import it into QuickBooks Desktop.
What if I am trying to import my clients from QuickBooks Desktop into FC? How do I do this?
You can export your clients into a CSV file from QuickBooks Desktop and import it into FC. This article explains how to do this.
Does your program support flat fee invoicing?
You can record your flats fees in FC to track your effective hourly rate, but you can’t actually invoice from our system. All the invoicing is done in QuickBooks Online.
Can I track which time I have billed or invoiced in FC?
Since the invoicing happens inside of QuickBooks Online outside of FC, we do not have a way to track the work in progress (or WIP).