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QuickBooks Integration: Simplifying Financial Management

Seamless QuickBooks Integration with ProjectsForce 360

 

No need to export, download, or import your data—ProjectsForce 360 is fully integrated with QuickBooks Online, ensuring automatic data transfers without manual intervention.

 

With its robust integration, ProjectsForce creates a seamless connection between your project management and financial operations, allowing you to effortlessly:

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  • Create and manage customers, quotes, invoices, and credit memos

  • Sync payments, invoice numbers, PO numbers, and other essential financial data

  • Automate financial processes for real-time accuracy and efficiency

 

By fully leveraging QuickBooks' API, ProjectsForce delivers a reliable, automated, and frictionless experience, so you can focus on growing your business rather than managing data transfers.

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QuickBooks Online Integration Features

Triggers (Events that Start Automations):

  • New Account: Triggered when a new account is added.

  • New Bill: Triggered when a new bill is added.

  • Estimate Emailed: Triggered when an estimate is emailed.

  • New Expense: Triggered when a new expense is added.

  • New Invoice: Triggered when a new invoice is created.

  • New Credit Memo: Triggered when a new credit memo is created.

  • New Invoice Paid: Triggered when an invoice is paid in full.

  • New Product: Triggered when a new product is created.

  • New Payment: Triggered when a payment is received (line item supported).

  • New Purchase Order: Triggered when a new purchase order is added.

  • New Supplier Credit: Triggered when a new supplier credit is created.

  • Updated Credit Memo: Triggered when a credit memo is updated.

  • Updated Estimate: Triggered when an existing estimate is updated.

  • New Vendor: Triggered when a new vendor is added.

  • New Customer: Triggered when a new customer is added.

Actions (Automated Tasks):

  • Create Bill (Account or Item Based): Create a new bill tied to an account or customer.

  • Create Deposit: Adds a new deposit.

  • Create Credit Memo: Creates a new credit memo.

  • Create Estimate: Creates a new estimate with line item support.

  • Create Product/Service: Adds a new product or service.

  • Create Invoice: Adds a new invoice with line and bundle item support.

  • Create Payment: Records a payment, optionally linked to an invoice.

  • Create Refund Receipt: Creates a refund receipt.

  • Create Time Activity: Adds a new time activity entry.

  • Update Customer: Updates existing customer details.

  • Update Invoice: Modifies an existing invoice (line item supported).

  • Create Vendor Credit: Adds a new vendor credit.

  • Void Invoice: Voids an existing invoice.

Search (Find and Retrieve Data):

  • Find Account: Searches for an account by name.

  • Find Customer: Finds a customer by name or email address.

  • Find Invoice: Searches for an invoice using various parameters (ID, number, date).

  • Find Products: Locates products by names with line item support.

  • Find Vendor: Searches for a vendor by name.

  • Find Payment: Finds payments by ID.

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