Connecting with QuickBooks Online
If you use QuickBooks Online as an accounting management tool, you can easily integrate it with Everhour and start sending invoices with reported hours to your QuickBooks Online account. No more double invoice entry.
In this article
How to setup
Important. You need to have an admin role in order to connect QuickBooks Online to your Everhour account.
You can connect QuickBooks Online or any other platform at any time from the Integrations page in your account settings. After the authorisation step, you will need to select your default parameters for Account and Item Code. We will use them during the export of your invoices.
The rest of admins in your Everhour team will see QuickBooks Online data in various tabs, dashboards and reports. Members and supervisors do not see anything associated with your QuickBooks Online account.
How sync works
When you connect QuickBooks Online, Everhour will automatically sync all your contacts and send them to our 'Clients' tab. It's currently not possible to make a granular sync, deciding what clients you wish to connect and what not. Everhour also updates the names of contacts if they were renamed in QuickBooks Online.
You can archive an unwanted contact from your Client tab by choosing this action when selecting this contact. Please read this article to find out how to archive clients.
We sync the basic details on each client for that you need to create an invoice, like name, business address, taxes, etc. We also periodically (not immediately) sync changes that you make to your client on the QuickBooks Online side.
|Business details||Company name / address / country / city / state.|
|Taxes||Default taxes you apply to all clients or a client custom tax.|
|Product/Service||We add your product or service to the invoice that you export from Everhour.|
|Archived clients||We ignore archived clients during initial sync. Later, when you archive a client in Quickbooks, we also archive it on the Everhour side.|
Read more how to work with imported clients and make invoices for them here.
How to trigger instant sync:
If you've just added a new contact in QuickBooks Online, updated an invoice status or changed its billable amount and want to see these changes immediately in Everhour, you need to re-sync projects from the Integrations page manually.
Making reports with QuickBooks Online data
There is a special column called 'Client' that displays its name in reports and allows to group and analyse the data associated with it.
To disable integration, go to 'Integrations' page in Everhour account. This option affects all your team.
If you choose to delete the integration after that, we delete all its invoices, budgets, mark time entries as uninvoiced and unlink all projects. This cannot be undone!