We have had many requests for QuickBooks integration and it is finally here! Timogix now allows you to synchronize data to and from QuickBooks using the online version of QuickBooks.
The sync process was designed to run you step by step thru the data flow allowing you to verify the proposed changes before anything gets committed. There are two data flows from QuickBooks to Timogix and one from Timogix to QuickBooks. Let's go thru each one.
Sync Employees from QuickBooks to Timogix
This process will synchronizes employees in QuickBooks to users in Timogix. Employees must have a first name and email address in QuickBooks for it be a valid user in Timogix. The matching process for updating user information is by email address.
Sync Customers from QuickBooks to Timogix
This process synchronizes customers in QuickBooks to clients in Timogix. Customers must have a display name in QuickBooks for it to be a valid client in Timogix. The matching process for updating clients is by client name. When a new client is created thru the sync process, you can optionally have the Timogix system create default projects and tasks so your users can log time against the clients right away.
Sync Time from Timogix to QuickBooks
This process allows you to select the time entries in Timogix to be synchronized into your QuickBooks account.
If you have ideas on how to make the system better please see us at www.timogix.com or send an email to firstname.lastname@example.org