Teamwork QuickBooks Integration

QuickBooks is a small business and efficient accounting application. Invoicing, billing, accounting, and estimates are just a few of the app integrations and capabilities. It will help you keep your books balanced and stay organized without losing your valuable time.

Teamwork includes all you need to track a project from beginning to end for the project management power user. Your team will not only become better collaborators, but they will also significantly enhance their everyday productivity, just with Teamwork QuickBooks Integrations and straightforward features.

Moreover, this integration allows users to seamlessly access QuickBooks data in Teamwork and vice versa, from anywhere in the world. This article gives you complete detail for Teamwork QuickBooks Integration.

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Teamwork Highlights 

  • Can assign tasks and due dates using board views, task lists, and Gantt Charts 
  • Time tracking tools 
  • Can export invoices to QuickBooks 
  • Filters and dashboards can be used for reporting.   

Benefits of Integration of QuickBooks and Teamwork

Users may access QuickBooks data in Teams and vice versa from anywhere, anytime just with this integration. Together, the two platforms give small businesses the best of both worlds. The integration not only connects two important business applications, but it also makes it easier for small business owners to manage and administer their operations. Small businesses can use QuickBooks and Teamwork together to create a simple platform for your account management as well. 

New features add value and convenience for your business 

With new features, the developers have added a new and valuable SupportBee integration while also upgrading the current QuickBooks integration.

1. Mobile Timer 

When utilizing this software, users may now log time in a much more efficient manner. The new timer is available on every screen, allowing users to start it from any location within the program. This eliminates the need to keep an eye on the clock before returning to a specific screen to record the time.

The timer is displayed on a screen that is opened by just tapping on it. While the user is working, this can remain open. Simply tap the upload button at the end of the task, fill out all the relevant information and then click “Save”. 

The timer button in the Options menu on both the Project and Task screen is used to start the timer, making it very simple to get started with this new feature. On each Task screen, there is also a timer button in the time section. This time section also gives you access to data that shows you how much time you’ve already logged.

Supported Triggers and Actions

Triggers

New Calendar Event
Triggered when you add a new calendar event.
Calendar Event Reminder
Triggered when a calendar event reminder is sent.
New Card
Triggered when you add a new card.
New Column
Triggered when you add a new column.
New Expense
Triggered when you add a new expense.
New Company
Triggered when you add a new company.
New Comment
Triggered when you add a new comment.
New File
Triggered when you add a new file.
New Message Reply
Triggered when you add a new message reply.
New Message
Triggered when you add a new message.
New Link
Triggered when you add a new link.
New Invoice
Triggered when you add a new invoice.
New Notebook
Triggered when you add a new notebook.
New Project
Triggered when you add a new project.
New Milestone
Triggered when you add a new milestone.
New Person
Triggered when you add a new person.
Project Updated or Deleted
Triggered when a project is updated or deleted.
New Risk
Triggered when you add a new risk.
New Status
Triggered when you add a new status.
New Task
Triggered when you add a new task.
Task Updated or Deleted
Triggered when a task is updated or deleted.
New Time Entry
Triggered when you add a new time entry.
New Task List
Triggered when you add a new task list.
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

Add Task List From Template
Adds a task list from a template to the selected project.
Create Calendar Event Type
Creates a new calendar event type.
Create Calendar Event
Creates a new calendar event.
Create Column
Creates a new column.
Create File Comment
Creates a new file comment.
Create Expense
Creates a new expense.
Create File Category
Creates a new file category.
Create Company
Creates a new company.
Create Invoice
Creates a new invoice.
Create Link Category
Creates a new link category.
Create Link Comment
Creates a new link comment.
Upload File to Project
Uploads a file to a project.
Create Message Category
Creates a new message category.
Create Link
Creates a new link.
Mark Task Complete
Marks a task complete.
Create Message
Creates a new message.
Create Message Reply
Creates a new message reply.
Create Milestone Comment
Creates a new milestone comment.
Create Milestone
Creates a new milestone.
Move Board Card
Moves a board card.
Create Notebook Comment
Creates a new notebook comment.
Create Person
Creates a new person.
Create Notebook
Creates a new notebook.
Create Notebook Category
Creates a new notebook category.
Add People to Project
Adds people to a project.
Create Project Category
Creates a new project category.
Create Status
Creates a new status.
Create Project
Creates a new project.
Create Time Entry on Project
Creates new time entry on a project.
Create Task Comment
Creates a new task comment.
Create Task
Creates a new task.
Create Task List
Creates a new task list.
Update Task
Updates an existing task.
Create Time Entry on Task
Creates new time entry on a task.
Find Calendar Event
Finds a calendar event by searching.
Find Column
Finds a column by searching.
Find Company
Finds a company by searching.
Find Link Comment
Finds a link comment by searching.
Find File Comment
Finds a file comment by searching.
Find File
Finds a file by searching.
Find Milestone Comment
Finds a milestone comment by searching.
Find Milestone
Finds a milestone by searching.
Find Message
Finds a message by searching.
Find Link
Finds a link by searching.
Find Person
Finds a person by searching.
Find Notebook Comment
Finds a notebook comment by searching.
Find Notebook
Finds a notebook by searching.
Find Notebook
Finds a notebook by searching.
Find or Create Calendar Event
Finds a calendar event by searching.
Find Task Comment
Finds a task comment by searching.
Find Task List
Finds a task list by searching.
Find Task
Finds a task by searching.
Find or Create Company
Finds a company by searching.
Find or Create File Comment
Finds a file comment by searching.
Find or Create File
Finds a file by searching.
Find or Create Column
Finds a column by searching.
Find or Create Milestone Comment
Finds a milestone comment by searching.
Find or Create Link Comment
Finds a link comment by searching.
Find or Create Message
Finds a message by searching.
Find or Create Link
Finds a link by searching.
Find or Create Notebook Comment
Finds a notebook comment by searching.
Find or Create Milestone
Finds a milestone by searching.
Find or Create Notebook
Finds a notebook by searching.
Find or Create Person
Finds a person by searching.
Find or Create Task Comment
Finds a task comment by searching.
Find or Create Project
Finds a project by searching.
Find or Create Task
Finds a task by searching.
Find or Create Task List
Finds a task list by searching.
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.

Quicker Set-up for QuickBooks 

The developers of Teamwork have reworked the integration between the two systems to ensure that it functions better with the most recent version of the QuickBooks accounting program. While this requires customers to redo their QuickBooks connection setup, the process is faster, and the improved connection also allows the Teamwork to make essential adjustments more easily and conveniently in the future.

The process of QuickBooks integration with Teamwork is very simple:

  • Initially, select the link for “Export Invoice” after selecting the concerned invoice from the “Billing” section 
  • Next, select “Export to QuickBooks” >>> “Export” 
  • Select the option “Connect to QuickBooks” in the open screen 
  • Now, you’ll be asked to sign-in QuickBooks using your login details 
  • After that, enter the details and sign-in by clicking on the “Authorize” to allow access to the Teamwork
  • With this, close the window and develop the list of customers
  • Choose the Customer that you want to export into the invoice 
  • Then click on the “Export” button and you will receive a confirmation once the invoice is generated. 

SupportBee has joined Teamwork 

The SupportBee software was created to help teams communicate and provide courteous service by managing support emails properly. This really useful program has been merged with Teamwork, and existing SupportBee customers will greatly benefit from this integration.

Other Teamwork users can take advantage of the SupportBee app’s features, such as task creation based on customer emails. This program will fill in the specifics of the task using the information provided in the email, whether you choose to create a new task list or update an existing one.

Enabling QuickBooks within Teamwork 

  • Within the Teamwork, you can integrate your site with QuickBooks to easily export your invoices. Here’s how:
  • Click on the Profile icon, at the top right corner of your site 
  • From the dropdown menu, select the Settings tab 
  • Now, select the Integration tab within the Settings area where you want to see a section for QuickBooks 
  • To enable this Integration, click “Connect” 
  • Once you enabled then you can see the step one is completed 
  • After that, you can proceed to step 2 and then click “Connect” to sign into your QuickBooks account and authorize the connection 
  • Enter the QuickBooks login details and select “Connect” in order to finish the integration setup 
  • Within the Integrations list, QuickBooks shows as enabled including additional options to disconnect and remove the connection. 

Final Words!

Overall, this integration enables an individual or a group to effectively organize work and manage milestones, projects, and tasks. It gives small and medium-sized organizations everything they need to collaborate effectively, track sales, automate company operations, manage contacts, and automate marketing.

Get the Instant Solution with Live Chat Experts

Are you still not able to resolve your QuickBooks Integration issue? We have a team of QuickBooks Integration experts with years of experience in resolving errors and issues. If you need any help asap, CHAT NOW with our experts.


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