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 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 and payroll summary report to QuickBooks Timesheet.

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

Features of the integrating the Autotask with QuickBooks:

The package integrating Autotask with QuickBooks comes with the following features:

You don’t know coding? Well, no need to sweat, as setting up Autotask with QuickBooks is a straightforward setup process, and it doesn’t require any coding
The core features of Autotask are offered to you free of cost permanently.
If you are not entirely sure about venturing into Autotask, yet still want to give it a try for the 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 in 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 orders 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 to add new QuickBooks Online rows.
You can add PayPal customers as QuickBooks contacts.
Form entries 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 the 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 Account Find an account by account name or ID. Optionally, create one if none are found.	Find an Opportunity Finds an opportunity.
Find an Account Finds an account.	Find a Quote Finds a quote.
Find a Ticket Find a Ticket by Ticket Number.	Create Expense Creates a new expense using a check, cash, or credit card.
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 Time Activity Creates a new single-time activity.	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.
Find or Create a Vendor Finds or creates a specific vendor.	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 a Customer Finds or creates a specific customer v2.
Find or Create a Customer Finds or creates a specific customer v2.

Autotask offers extra features and applications to customers who choose premium services. Contact us for personalized services for Autotask and QuickBooks Online Integration.

Autotask and QuickBooks Online Integration