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Quickbooks desktop api integration12/10/2023 ![]() ![]() ![]() Time and expenses that are not project-related are not transferred to CORE. CORE gets transactions only for projects that have been synced between the two programs. Sync your master lists (such as Chart of Accounts, Payment Terms, Classes, Employees, Vendors, Customers, Jobs/Projects, Items, etc.) before you transfer time and expenses, invoices, and payments from QuickBooks Desktop to CORE or vice versa.Y ou can disable this rul e later if you prefer your employees to follow a submit-approve workflow. This ensures that all your historical time and expense s are transferred as approved, which is important because CORE allows you to bill only approved entries. You can do this in the P rojects or Employees screen. Make sure to enable the Auto Approve Time/Expenses rules in CORE prior to getting your time and expenses from QuickBooks.If you skip this step, all time entries default to a dollar bill rate and cost rate ($1). Do note that this step is important because QuickBooks Desktop does not have bill rates and cost rates for time entries. This ensures that you are taking full a dvantage of features like job costing, earned value analysis, and other project management features that are either missing or limited in QuickBooks Desktop. Before getting time entries from QuickBooks Desktop, set up bill and cost rates for your synced employees in CORE.It is better to transfer transactions for active projects only when getting historical data from QuickBooks Desktop.If you are an existing QuickBooks Desktop user and a new CORE user, it is recommended that you delete the default Chart of Accounts and payment terms in CORE, and instead transfer these lists from QuickBooks.Even though you can enter your data in either application, we have some recommendations for integrating your QuickBooks Desktop and CORE data. One of the biggest benefit s of the CORE -QuickBooks Desktop integration is giving you the choice to either use QuickBooks Desktop or CORE for data entry and have integration do the rest so that there is no need t o enter data twice. Best Practices for CORE-QuickBooks Desktop Integration It is recommended that you upgrade to the latest QuickBooks 2022 version (64-bit) for better performance. The o lder versions of QuickBooks Desktop are 32-bit and are thus slow, making your daily tasks, such as running reports, much slower over time. Note: The CORE-QuickBooks Desktop integration utility supports QuickBooks 2022 (64-bit version). ![]() ![]() Contact your Sales Account Manager or Rep for the link to download this utility. Our integration utility allows syncing the data bidirectionally, which means you can send data to as well as get data from QuickBooks Desktop. You must be a CORE user with appropriate security permissions to perform data synchronization between the two programs. Click here to watch this video on integrating CORE with QuickBooks Desktop.ĬORE-QuickBooks Desktop integration supports all editions of QuickBooks Desktop 2015 or above. You can use CORE for its superior time tracking, robust project management, and billing functions within CORE without the need for double entry. Although CORE is a full-featured business management and accounting platform, integration between CORE and Q uickBooks Desktop enables you to continue using QuickBooks for the day-to-day accounting tasks. Note: Help content (except videos) has been updated to reflect the UI/UX changes in CORE.ĭata integration between CORE and QuickBooks Desktop® (by Intuit) can make your time billing, accounting, and financial management tasks easier. ![]()
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