QuickBooks Online Integration with Project Management Software
OneDesk provides Helpdesk and Project Management software integrated with QuickBooks Online.
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 let 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
2) Click the ‘Connect’ button
Expand the QuickBooks panel and click the ‘Connect’ button.
3) Authenticate on Intuit
An oAuth popup will appear where you can enter your Intuit credentials and click ‘Sign In’.
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