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QuickBooks Online Integration: How it works
QuickBooks Online Integration: How it works

How we integrate with QuickBooks Online

Shahram Zarshenas avatar
Written by Shahram Zarshenas
Updated over a week ago

Our integration with QuickBooks Online allows you to do three things:

  • Easily import and auto-sync all your clients in seconds

  • Sync your time tracked in Financial Cents with QuickBooks Online for invoicing

  • Add your QuickBooks Online service items to Financial Cents for invoicing and reporting

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 to seamlessly invoice your clients.

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 to Financial Cents allows you to associate the service times to your client work and time entries.

This allows you to show the service items on your invoices and run more insightful reports in QuickBooks Online with the time tracked in Financial Cents.

You can learn more about syncing your QuickBooks Online service items in this short article.

FAQ's

  • If you add a client to QBO will it automatically be added to Financial Cents?

    • Yes.

  • If you add a client to Financial Cents will it automatically be added to QBO?

    • 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 QBO or QBOA account?

    • You should integrate with your QBOA account.

  • Does Financial Cents sync with QBO's custom fields?

    • No, it does not however you can set your own custom fields inside of FC.

  • What data is brought over from FC to QBO?

    • The total time, billable rate, billable amount, service item, notes, project title, client, and assignee.


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