Does is sounds exciting too you if you can sync your work assignments, accounting documents, project tasks, budget, invoices, expenditure, taxes, bills of all forms, etc all at one platform? We know what you are thinking- is it really possible? Well, the answer is- yes! You can do all of the above mentioned things and so much more by integrating Mavenlink with QuickBooks software. It is time to raise up the bar of your efficiency. In this article, let us figure out how you can do that!
There are several benefits of integrating your Mavenlink with QuickBooks. Some of them are:
- Since there is better sharing of the data and the crucial business information between you and your employees, it gives your business a great efficiency.
- Your business is supported with a strong support system from Intuit
- You can say bye to the backup worries, as Intuit does it for you by saving the valuable data on its server.
- Sending invoices, reports, and statements becomes automatic with integration.
- Syncing application becomes easier too.
What to do before hand?
Before we set off to integrate Mavenlink with QuickBooks software, here is what you should keep in mind:
- In order to integrate Mavenlink with QuickBooks Desktop, you would need to connect with the help of Intuit Web Connector.
- As an added measure, we would suggest that before you establish a connection with Mavenlink, you should configure the Web Connector.
It is now the time to jump into the technical steps which will help you integrate Mavenlink with QuickBooks software seamlessly.
So here we go:
- Log into your QuickBooks account.
- On the left hand side navigation bar, click on the option that says-
- From the drop down list please choose
- You will find that a new Settings page has opened on your computer screen.
- Choose the option- Connect to QuickBooks.
- Now you will be required to authorize the connection between Intuit and You can do so by submitting your log in credentials:
- Intuit Single Administration ID.
- Intuit Password.
- Please Note: At this stage after authorizing the connection you will be only connected to one company file.
- You will now see that the Mavenlink and the Inuit systems have established a
- Now it’s time to assign the Mavenlink data fields in the QuickBooks data fields. You can do by with the help of Intuit Settings page in Mavenlink.
- Now on the QuickBooks page please go to
- Then you need to click on option that says- Set Up.
- Here in the Intuit Settings page you will see the following four mapping fields categories:
- Map Users.
- Map Projects.
- Map Expenses.
- Map Account Settings.
After successfully setting up the mappings, you will notice that your Mavenlink account has completely synced with QuickBooks software.