How to Integrate Mavenlink with QuickBooks

Does is sound exciting to you if you can sync your work assignments, accounting documents, project tasks, budget, invoices, expenditures, 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 the bar of your efficiency. In this article, let us figure out how you can do that!

About Mavenlink

Mavenlink’s venture-coordinated effort suite permits you to deal with your business connections, share documents, and track project movement online from any place on the planet. Inside a venture work area in Mavenlink, you can concur on spending plans and timetables, track time, send solicitations, get compensated by means of PayPal, and complete work.

Why you should integrate Mavenlink with QuickBooks?

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 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 valuable data on its server.
• Sending invoices, reports, and statements becomes automatic with integration.
• Syncing applications becomes easier too.

What to do beforehand?

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.

Benefits of integrating Mavenlink with QuickBooks

• Deliver each task typically and beneficially
• Track time on undertakings and screen progress
• Accelerate cash assortment with incorporated invoicing
• Know your group’s accessibility and use
• Respond to customers and log costs in a hurry

Functional Capabilities

• Create Fixed Fee and Time and Materials projects from customer-accepted QuickBooks gauges.
• Create QuickBooks solicitations for time and materials, expenses, and fixed charge things straightforwardly from Mavenlink with a similar point-by-point exactness you’ve generally expected from project financials.
• Link project assignments and expectations to QuickBooks charging things.
• Save worker and merchant followed time from your Mavenlink projects into QuickBooks. TELL PROJECT ACCOUNTING YOU MEAN BUSINESS
• Manage and assign Mavenlink accounts to individuals and individuals you work together with as QuickBooks representatives or merchants.
• Send Mavenlink costs to QuickBooks and utilize the cost classes from your record.
• If you’re a Mavenlink client and live in the U.S., UK, India, Australia, or Canada you can associate QuickBooks Desktop with Mavenlink.

How to Integrate Mavenlink with QuickBooks software?

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 login 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 to 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 the option that says- Set Up.
• Here on 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.

Supported triggers and actions

Triggers

New Message Triggers when a new message is posted.	New Story Triggered whenever there is a new story (tasks, deliverables, milestones).
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 Project Creates a new project.	Create New Story Create a Task/Deliverable/Milestone in a mavenlink project.
Create Post Create a post in a Mavenlink Project.	Create Bill (Item Based) Create a new bill, optionally tied to a customer.
Create New Story Create a Task/Deliverable/Milestone in a Mavenlink project.	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.
Find or Create a Customer Finds or creates a specific customer v2.	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 Vendor Finds or creates a specific vendor.

Contact us for personalized services for Mavenlink account and QuickBooks integration. If you face any issues call QuickBooks Technical Support Toll-free number ?smbaccountants.com.