Sync clients & copy invoices to QuickBooks Online, Xero, FreshBooks
If you use accounting tools like Xero, QuickBooks Online, or FreshBooks, Everhour automatically mirrors your client list, enables project assignment to these clients, streamlines invoicing, and seamlessly exports draft invoices back to your accounting software.
1. Syncing Clients
To connect your accounting software, navigate to your Integrations page and click Add Integration.
Once connected, Everhour automatically synchronizes all active clients from your accounting tool so you don't have to manage client records in multiple places. Synced clients display an integration icon next to their name, indicating their original source tool. From there, you can assign projects, configure budgets, and issue invoices.
Everhour syncs core client details, including:
- Client / business name
- Billing address
- Tax settings
Everhour periodically monitors your accounting tool for changes. For instance, if you update a client's name inside your accounting software, the change automatically reflects in Everhour.
Note: Synced external clients cannot be deleted directly through Everhour; they can only be archived.
2. Copying & Exporting Invoices
With an active integration, you can generate invoices for billable hours and tracked expenses. Clicking Export sends the invoice directly as a draft to your connected accounting tool.
Key points to remember when exporting invoices:
- Post-Export Editing: Once exported, the invoice can no longer be edited inside Everhour.
- Reporting Status: Tracked time entries included on the invoice are marked as invoiced, maintaining accurate reporting history in Everhour.
- Status Synchronization: Everhour continuously syncs invoice metadata (status, invoice number, issue date, and total amount) so you can monitor progress directly from the Everhour Invoices page.
Handling Deleted or Modified Invoices
- Deleted Invoices: If you delete an exported invoice within your accounting software, its status in Everhour updates to Deleted. You can then navigate to the Invoice Preview page in Everhour to delete it locally, which resets the associated time entries back to uninvoiced.
- Amount Mismatches: If you modify an invoice amount inside your accounting tool after exporting, Everhour will display a warning banner alerting you to the discrepancy.
