How To Do 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 details for Teamwork QuickBooks Integration.

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 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 to 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 entries 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 Find a calendar event by searching.	Find or Create a Calendar Event Find a calendar event by searching.
Find Column Find a column 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 Find a milestone comment by searching.	Find Milestone Find a milestone by searching.
Find Message Finds a message by searching.	Find Link Finds a link by searching.
Find Person Find a person by searching.	Find Notebook Comment Finds a notebook comment by searching.
Find Notebook Find a notebook by searching.	Find Notebook Find a notebook by searching.
Find Task Comment Find a task comment by searching.	Find or Create a File Comment Finds a file comment by searching.
Find Task List Finds a task list by searching.	Find Task Finds a task by searching.
Find or Create a Company Find a company by searching.	Find or Create a File Finds a file by searching.
Find or Create Milestone Comment Find a milestone comment by searching.	Find or Create a Link Comment Finds a link comment by searching.
Find or Create a Message Finds a message by searching.	Find or Create a Column Find a column by searching.
Find or Create a Notebook Comment Finds a notebook comment by searching.	Create Expense Creates a new expense using a check, cash, or credit card.
Find or Create Milestone Find a milestone by searching.	Find or Create a Link Finds a link by searching.
Find or Create a Notebook Find a notebook by searching.	Find or Create a Person Find a person by searching.
Find or Create a Task Finds a task by searching.	Find or Create a Project Find a project by searching.
Find or Create a Task List Finds a task list by searching.	Find or Create a Task Comment Find a task comment 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 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 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.
Find or Create a 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 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 “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 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 enable then you can see that 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” 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.

Teamwork QuickBooks Integration