Toggl QuickBooks Integration

Toggl QuickBooks Integration : How to Connect

If you are a QuickBooks user and want to use Toggl for time-tracking but don't want to add data manually. Toggl time entries are synced to QuickBooks Automatically, saving you tons of time. This integration is made for sending track-specific invoices to QuickBooks Online. Using track invoices in this way will allow you to generate QuickBooks invoices with less effort. Available for admins.

What Is Toggl?

Toggle is the best time tracker app to track time that you can use for your teams and businesses. Whether you want to track your time or manage a team of your employees, Toggle makes it easy.

What is QuickBooks

QuickBooks is the most popular software for accounting and managing expenses or keeping track of daily health. In this, you can prepare invoices for customers, and pay bills, reports, and taxes. Multiple solutions are available to support a variety of business requirements, including in QuickBooks Product List: QuickBooks Online, QuickBooks Desktop, QuickBooks Payroll, QuickBooks Time, or QuickBooks Checking.

Why Do You Need to Toggl Integration with QuickBooks?

Before integrating Toggl with QuickBooks, you should consider why you need to do this. Toggl is a simple to use not too difficult software. If you are looking for software with more exclusive features for professional tasks and project management, then you try to look at competitors of Toggl or utilize the Toggl plan. Toggl is a simple-minded project management program that integrates seamlessly with the timer. In Toggl, you can time the monitoring program.

1. Monitoring Time

Toggl makes it simple to track your time, to track time, you can use a desktop timer, mobile app, and web timer with one click start/stop. With the latter, you can quickly transition between multiple jobs and projects. In this, you can use a Pomodoro timer to maintain focus. This software will inform you through a brief pop-up when it is time for your break. In this, you can include the name of the task, tag, and client in the project. Also, idle detection tells you to keep a time log. If you fail to set your time in it, then you can manually add time entries to it.

Toggl Timing Tracker is designed to work like a mobile app. This is a simplified version of the desktop with all the features including timer, reports, and calendar default settings.

2. Entries of Time

Time entry is called that in which your time is stored as a data item. Each time entry contains complete information about duration, start and stop times, and the app used to record the time. In addition to this, many details like description, project, and tag are included in a time entry.

3. Reports

Toggl turns all the data you track into reports that you can access from anywhere Because the data you enter is synchronized across all platforms and devices. To confirm this, you can see the dashboard that when and how much time you spent on various activities. Due to tags and colors, it is very easy to understand and visualize the data. You can also filter the data to get additional information on each project and see the same number for each task in the report.

4. Workgroups and Workspaces

Workspace functionality is available in Toggl. In this, you can create new workspaces through the workspace switch, or you can set the created workspace as default. You can assign tasks and projects to your team members. You can invite them to your workplace and you can track their time. To avoid confusion, you can also organize the team members in the same way. This promotes transparency and makes it easy to keep track of all projects. Apart from this, it is a short form of project management tool.

5. Extensions and Integrations

If you want to link the app with other tools, so the most popular are add-ons for apps for project management, productivity enhancement, runtime software, web development, writing, communication, and more. To track your time, you first sign up for free with Timecamp, and we'll import all your Toggl reports for you.

Benefits of Toggl Integration with QuickBooks

There are plenty of benefits of QuickBooks Integration with Toggle, Some of them are listed below;

Boost Your Productivity: It comes with the capability to produce tasks as well as begin timers for stated tasks with maximum speed and convenience.
Effortless Export: Toggl sustains some export choices. On the complementary strategy, you could make use of CSV and also PDF. On paid strategies, Excel assistance is included (CSV documents can be opened up by Excel, though). Paid strategies additionally consist of time audits that could assist you in discovering lost time entries (long periods, and so on).
Perfect Blend of Power and Simplicity: Toggl provides the capability to develop customers as well as tasks, however additionally keeps the simplicity of a basic time tracker.
Toggl assists customers: Toggl assists customers, tasks under those customers, and afterward jobs under those jobs. This function permits you to rapidly demonstrate how the time invested under a particular task was made use of. Jobs could be researched studies, customer follow-up, layout thinking, and so on
Third-Party Support: Supports some third-party integrations, consisting of QuickBooks Online which is a huge reward for small/medium organizations.

Key Features of Toggl Integration with QuickBooks

Multi-Step Workflows

In Toggle you can set up a multistep workflow. It includes more than one app and actions, For example: Here you can create a workflow that automatically sends a message to QuickBooks when a new task is created in Toggle, and after the message is read, a follow-up is done in QuickBooks.

Custom Triggers and Actions

In this, you can create custom triggers and actions for your integration. This means that you can set such workflows in it which is important for the customers of your business. For example, You can create a custom trigger that sends messages to your team when unusual events occur in QuickBooks.

Conditional Workflows

In this, you can set up conditional actions based on certain criteria. For example, You can create an action that sends a message only to QuickBooks. When a certain condition is met in Toggl.

Syncing Specific Fields

If you only want to sync a specific field between QuickBooks and Toggl, you can use custom field mapping. In this, it is ensured that only the necessary data is synced between the two apps.

Real-Time Syncing

Real-time syncing between QuickBooks or Toogl, By this you know that changes made in one app are reflected in other apps immediately.

Process for Toggl Integration with QuickBooks

Improve your team alignment, increase the number of multichannel experiences in your company, as well as enhance your analytical capability by integrating Toggl with QuickBooks.

Below are the Toggl QuickBooks integration steps:

First, open Toggl and QuickBooks as administrator
After that, select one of the apps to work as the trigger of the automation.
Next, select a result from the other app.
Now, select the details you want to transfer from one app to another.
Now you have completed the integration process.

Supported Triggers And Actions

Triggers

New Client Triggers when a new client is created.	New Task Triggers when new tasks are added.
New Project Triggers when new projects are added.	New Project Triggers when new projects are added.
New Workspace Triggers when a new workspace is created.	New Time Entry Started Triggers when a new time entry is started and running.
New Time Entry Triggers when a new time entry is added.
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 Client Creates a new client.	Create Task Creates a new task.
Create Project Creates a new project.	Create Tag Creates a new tag.
Find Client Finds a client by name.	Stop Time Entry Stops an existing time entry.
Start Time Entry Starts a new time entry.	Create Time Entry Creates a new time entry.
Find Tag Finds a tag by name.	Find Project Finds a project by name.
Find Time Entry Finds a time entry by description.	Find Task Finds a task by name.
Find or Create a Client Finds or creates a specific client.	Find or Create a Time Entry Finds or creates a specific time entry.
Find or Create a Client Finds or creates a specific client.	Find or Create a Task Finds or creates a specific task.
Find or Create a Project Finds or creates a specific project.
Find Row Finds a row by a column and value. Returns the entire row if one is found.	Find or Create a Tag Finds or creates a specific tag.
Find or Create a Row Finds or creates a specific find row.	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.
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 a Customer Finds or creates a specific customer v2.

Problem	Solution
The Integration isn't working as expected.	You need to double-check that you have set up the integration correctly, and all kinds of business permission have been granted.
The data isn't syncing between the apps.	Make sure that you have selected the correct triggers and actions. You may also want to check whether there are limits and restrictions on the amount of data that can be synced between apps.
There are duplicate entries or missing data.	This happens when the integration has conflicting settings or the data is syncing incorrectly. To ensure this, you need to review the mapping of fields and data and try to ensure that everything is properly synced between the two apps.

Frequently Asked Questions

How Does the Toggl to QuickBooks Integration Work?

The integration works by intermittently communicating billable Toggl time sections to QuickBooks Online. Data that the time passage conveys with it, for example, span, start and end times, depiction, hourly rate, and customer data are utilized to make a related time action section in QuickBooks Online.

Which Sections Get Sent Over To QuickBooks?

Toggle sections must be finished (i.e. not in-measure clocks). Additionally, just billable time passages are sent. If an entry passage isn't set apart as billable, it won't be shipped off QuickBooks. At last, a period passage must be related to a customer in Toggl - or else it is overlooked.

How Does the Integration Connect My Toggl Customers and QuickBooks Clients?

It coordinates Toggl customers to QuickBooks clients by coordinating the Toggl customer name with the QuickBooks client name or the organization name.