Invoicing with QuickBooks Online

Here you will learn how to send invoices from TMetric to QuickBooks Online directly or sync time from TMetric to QuickBooks Online and create invoices there. 

How to integrate invoices to QuickBooks

QuickBooks Online is cloud-based accounting software for tracking income, expenses, and invoicing. You can easily integrate TMetric with QuickBooks to send invoices from TMetric to QuickBooks.

Note: QuickBooks invoice synchronization is available only in the Business plan. Only a workspace owner and an admin have permission to configure the integration.

To copy an invoice from TMetric to QucikBooks

1. Go to the Integration page, select QuickBooks from the New Integration drop-down and click Connect.

2. Sign in to QuickBooks, and if you have more than one account, select the company you want to access.

3. Enable the Invoice Synchronization option on the Manage Integration with QuickBooks page.

4. Go to the Invoices page and open the invoice you want to transfer to QuickBooks.

5. Click the overflow menu icon, select Copy to QuickBooks, and the invoice will appear in QuickBooks.

6. The Copy to QuickBooks button changes to Re-sync to QuickBooks. You can click this button after making changes to the invoice to synchronize it between the two systems.

7. After the invoice is successfully copied, the View in QuickBooks link appears on it. You can then view it in QuickBooks Online.

Note: If Invoice Synchronization is enabled, the invoice in TMetric will be automatically copied to QuickBooks when you click the Send button. 

Adding invoice taxes with QuickBooks

Invoice data mapping

During invoice synchronization, TMetric invoice data is mapped to QuickBooks data. The list below shows the names of TMetric invoice fields (in bold) and how they are matched with QuickBooks data: 

• Client is matched to Customer;
• Project is matched to Sub-Customer;
• Invoice ID is matched to Invoice no;
• Due Date is matched to Due Date;
• Issue Date is matched to Issue Date;
• Item Type is matched to Products & Services;
• Description is matched to Description;
• Quantity is matched to Quantity;
• Unit Price is matched to Rate;
• Discount is matched to Discount;
• Tax is matched to Vat;
• Subject is matched to Note to customer;
• PO Number is matched to Note to customer.