Quickbooks Integration

Connect QuickBooks Online to your OneDesk Account

Make your invoicing simpler! Connect OneDesk’s helpdesk and project management software to your QuickBooks Online account to make it easier to invoice customers by automatically creating time activities and customer records in your QuickBooks Online account.

What does the QuickBooks Online Integration lets you do?

Enable this integration to automatically create corresponding time activities and customer records in QuickBooks Online whenever timesheets or customers are created in your OneDesk Account.

When this integration is enabled, new timesheets and customer records are automatically added to your QuickBooks Online account. Now you can easily prepare and send invoices to your clients for work performed in OneDesk, directly from QuickBooks Online without having to copy over or import them from files.

Whether you are working on a ticket or a task in OneDesk, whenever you submit a billable timesheet it will automatically be added to your QuickBooks account as a time activity. If there is a requester on the ticket or task, the time activity will be associated with that customer.

When new customers are created in your OneDesk account a new customer record (with the same email address) is created in QuickBooks Online.

Integrating OneDesk’s helpdesk and project management software with your QuickBooks account is easy. Just follow the steps below or watch the video.

How to Connect OneDesk to QuickBooks Online – Step-by-Step

1) Find the QuickBooks connector in OneDesk

In your OneDesk account navigate to Administration > Integrations and select QuickBooks from the Integrations page

quickbooks integration

2) Click the ‘Connect’ button

Expand the QuickBooks panel and click the ‘Connect’ button.

connect quickbooks

3) Authenticate on Intuit

An oAuth popup will appear where you can enter your Intuit credentials and click ‘Sign In’.

oAuth for Intuit

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