Integration with QuickBooks Online to:
Import and auto-sync your clients
Import and auto-sync service items for time tracking & invoicing
Sync your time tracked in Financial Cents with QuickBooks Online
Sync invoices and online payments from Financial Cents to QuickBooks Online
Import your clients from QuickBooks Online
Integrating with QuickBooks Online is a great way to quickly add all your clients from QuickBooks Online in seconds so you can get started in Financial Cents.
It will add all your active clients to their basic information (email, phone number, address, and notes).
This will also auto-sync your clients from QuickBooks Online to Financial Cents. This means:
If you add a new client to QuickBooks Online it will automatically import the new client into Financial Cents
If you edit a client's contact information (name, email, phone, address) it will also update in Financial Cents
Learn how to import your clients in this short article.
If you use QuickBooks Desktop you can import all your clients from the client list you can export QuickBooks Desktop. You can learn more about this here.
Sync your time entries to QuickBooks Online
Integrating with QuickBooks Online can allow you to sync your time entries from Financial Cents with QuickBooks Online.
Once integrated, all your time tracked in Financial Cents will be automatically be sent to QuickBooks Online so you never have to manually push or enter the time in their system.
It is also a two-way integration with QuickBooks Online. This 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
You can learn how to sync your time with QuickBooks Online in this short article.
Sync your QuickBooks Online service items to Financial Cents
Syncing your QuickBooks Online service items allows you to track time and create invoices with your QuickBooks Online service items.
You can learn more about syncing your QuickBooks Online service items in this short article.
Sync invoices & payments from Financial Cents to QuickBooks Online
Syncing invoices with QuickBooks Online will:
Automatically create an invoice in QuickBooks Online when an invoice is sent to a client.
Mark the invoice as paid in QuickBooks Online when the client pays the invoice in Financial Cents.
Learn more about how syncing invoices & Payments with QuickBooks Online in this article.
FAQ's
If you add a client to QuickBooks Online will it automatically be added to Financial Cents?
Yes.
If you add a client to Financial Cents will it automatically be added to QuickBooks Online?
No.
If we have a client with a parent and a sub-client will it create two clients?
Yes, it will create them as two separate clients.
Should I integrate with my QuickBooks Online or QuickBooks Online Accountant account?
You should integrate with your QuickBooks Online Accountant account.
Does Financial Cents sync with QuickBooks Online's custom fields?
No, it does not however you can set your own custom fields inside of FC.
What time tracking data is brought over from FC to QuickBooks Online?
The total time, billable rate, billable amount, service item, notes, project title, client, and assignee.