Autotask & QuickBooks Online Integration

Autotask QuickBooks integration

Integrating Quickbooks with Autotask is a smart way to manage your business transactions. This article is written to help you in integrating Autotask with QuickBooks. We have also packed it up with some of the very useful information. Let us get started!

What are the benefits of integrating Autotask with QuickBooks?

Some of the advantages of integrating Autotask with QuickBooks are as follows:

  • You can easily generate and send the invoices in Autotask and manage the received transactions in your QuickBooks software.
  • Sending the expense report (which you create in Autotask) to QuickBooks becomes easy with this integration.
  • You can also transfer the purchase dealings and inventory that you generate in Autotask, to QuickBooks. In extension you can pay the vendors from QuickBooks.
  • When Autotask syncs with QuickBooks, you can easily transfer the hours, payroll summary report to QuickBooks Timesheet.

All the above advantages surely increases the efficiency of your business many folds.

Features of the integrating the Autotask with QuickBooks:

The package of integrating Autotask with QuickBooks come with the following features:

  • You don’t know coding? Well, no need to sweat, as setting up Autotask with QuickBooks is a straight forward setup process, and it doesn’t require any coding
  • The core features of Autotask are offered to you free of cost on a permanent basis.
  • If you are not entirely sure about venturing into Autotask, yet still want to give it a try for testing period, you can do so by trying out the 14 day trial offer.

What are the ways you can integrate Autotask with QuickBooks?

Now it is time to look at the ways with which you can integrate Autotask with QuickBooks. Here are a few ways with which you can do so:

  • You can add Autotask contacts as QuickBooks’ customers.
  • You can create QuickBooks online customers with the help of sales receipts for new Stripe charges.
  • You can also create ship- station order from QuickBooks orders.
  • Google contacts can be used to add new QuickBooks Online customers by adding them as contacts.
  • You can create new rows in spreadsheets of Google sheets in order to add new QuickBooks Online rows.
  • You can add PayPal customers as QuickBooks contacts.
  • Form entry from Gravity forms can be used to add new customers from QuickBooks.
  • You can add new customers of QuickBooks online as new subscribers to the
  • Adding FreshBooks invoices to QuickBooks as new invoices is also another way to integrate.
  • You can create Zoho CRM contacts by saving QuickBooks Online customers.
  • You can create QuickBooks Online invoices for new Zoho invoices.

The list goes on and on as there are several ways to integrate Autotask with QuickBooks. By integrating Autotask with QuickBooks you can automate a good chunk of your work and thus you can increase efficiency of your business several folds!

Supported Triggers and Actions

Triggers

New Account
Triggers when a new Account is found.
New Opportunity
Triggers when a new opportunity is found.
New or Updated Contact
Triggers when a new or updated Contact is found.
New Configuration Item
Triggers when a new Configuration Item is found.
New Task
Triggers when a new Task is found.
New Quote
Triggers when a new quote is found.
New Ticket
Triggers when a new Ticket is found.
New Project
Triggers when a new Project is found.
New Time Entry
Triggers when a new Time Entry is found.
Updated Opportunity
Triggers when an opportunity is updated.
Updated Account
Triggers when an Account is updated.
New or Updated Ticket Note
Triggers when a ticket is updated or created.
Updated Quote
Triggers when a quote is updated.
Updated Time Entry
Triggers when a Time Entry is updated.
Updated Ticket
Triggers when a ticket is updated.
New Account
Triggered when you add a new account.
New Bill
Triggers when a new bill is added.
New Customer
Triggered when you add a new customer.
New Estimate
Triggered when you add a new estimate.
New Expense
Triggers when a new expense is added.
New Invoice
Triggered when you add a new invoice.
New Invoice
Triggered when you add a new invoice (with line item support).
New Sales Receipt
Triggered when a new sales receipt is added (with line item support).
New Payment
Triggered when a payment is received (with line item support).
New Purchase Order
Triggers when a new purchase order is added.
New Sales Receipt
Triggered when a new sales receipt is added.
Updated Customer
Triggered when an existing customer is updated.
New Vendor
Triggered when a new vendor is added.

Actions

Create Account
Creates an account.
Create Ticket
Creates a ticket.
Create Ticket Note
Creates a ticket note.
Create Contact
Creates a contact.
Create Quote
Creates a quote.
Update Account
Update an account.
Create Opportunity
Creates an opportunity.
Create Time Entry
Creates a Time Entry.
Update Ticket
Updates a ticket.
Update Quote
Updates a quote.
Update Contact
Update a contact.
Update Opportunity
Updates an opportunity.
Find a Contact
Finds a contact.
Find an Opportunity
Finds an opportunity.
Find an Account
Finds an account.
Find a Quote
Finds a quote.
Find account
Find an account by account name or ID. Optionally, create one if none are found.
Find a Ticket
Finds a Ticket by Ticket Number.
Create Bill (Item Based)
Create a new bill, optionally tied to a customer.
Create Bill (Account Based)
Create a new bill, optionally tied to a customer (with line item support).
Create Bill (Item Based)
Create a new bill, optionally tied to a customer (with line item support).
Create Credit Memo
Creates a new credit memo.
Create Customer
Adds a new customer.
Create Estimate
Create a new estimate (with line item support).
Create Expense
Creates a new expense using check, cash, or credit card.
Create Product/Service
Creates a new product or service.
Create Journal Entry
Creates a new journal entry.
Create Invoice
Adds a new invoice (with line item support).
Create Sales Receipt
Adds a new sales receipt (with line item support).
Create Payment
Creates a new payment, optionally linked to an invoice.
Create Purchase Order
Creates a new purchase order.
Create Refund Receipt
Creates a new refund receipt.
Send Invoice
Send an existing invoice.
Send Sales Receipt
Send an existing sales receipt.
Create Time Activity
Creates a new single time activity.
Update Customer
Updates an existing customer.
Update Invoice
Updates an existing invoice (with line item support).
Create Vendor
Adds a new vendor.
Find Account
Find an account by name.
Find Customer
Find a customer by name or email address.
Find Invoice
Find an invoice by number.
Find Product(s)
Find a product by name (with line item support)
Find Vendor
Find a vendor by name.
Find or Create Customer
Finds or creates a specific customer v2.
Find or Create Vendor
Finds or creates a specific vendor.

Autotask offers extra features and applications to the customers who choose premium services. Contact us for personalized services for Autotask & QuickBooks Online Integration. If you face any issues call QuickBooks Technical Support Toll-free number ?smbaccountants.com.


Phone

+18665400865