Jessica Simonson summed it up well.
Right now we, track time in Harvest, invoice from Harvest, and then export from Harvest to QBO for accounting.
It'd be nice if we could cut Harvest out of that equation without resorting to manually importing CSVs into QB.
I realize handling payments is hard for a non financial company, but a direct integration that generated a QBO invoice would work wonderfully. Then Intuit would manage the payment gateway, but I could generate the invoice based on fixed fee tasks, or billable hours tracked directly inside ClickUp.
I currently have a dashboard in clickup where I summarize/gather all charges that need to be on a future QBO invoice. One task holds all the expected charges for one invoice.
In that task, I wish I could simply change a custom field (such as "Make Draft Invoice?") from "no" to "yes", and it would dump the info into a QBO draft invoice so I don't have to manually add it.
If we can import the ClickUp timesheets to QBO projects that would be *ideal* but not essential.
I've shopped many other time trackers and the *real* helpful part is in exporting time sheets to invoices. Editing invoices in QBO is ... not ideal. Almost no time trackers-to-Quickbooks integrations fit our needs in a way that its actually worth switching from our current solution.
I need to be able to edit the specifics of time sheets (because they appear on invoices); I need to be able to round time entries up to the neared 15-minute interval; I need my people to be able to track multi-tasking (multiple entries for one time period); projects need to be correlated to billable/non-billable tags; and for the billable time -- I need to be able to correlate a flat rate monthly or an hourly rate, depending on who did the work. This means, likely, at least a one-way sync between QBO staff, projects, and clients to ClickUp.
It's a lot to ask, I know. But right now, I do all of this manually and we pay QBO $75/mo to be able to import spreadsheets with that info. We also pay $80 for the time tracker. It would be *huge* to cut out the middleman between our PM and invoicing.
Primarily to link projects with timesheets and invoicing. Each user's time tracked per project to then integrate with Quickbooks for invoicing.
@AE: Exactly! If we can track time in ClickUp, I'd like to be able to use that timesheet and export to QBO and correlate those projects in ClickUp. I think the 1-1 is going to be hard, since projects in QBO can be anything from a workspace to a list in QBO but ... I guess that's something for the engineers to figure out. (We use ClickUp workspaces for QBO clients, and ClickUp folders for QBO projects.)
Hey @Zeb, it would depend on your use case. One might the CRM use - sync contacts between QBO and ClickUp folders (or lists). I think this is a core function before anything else makes sense.
Another use would the for accounting... trigger and invoice or a payment based on the status change in status or tags. For example, task changes to "Billable" or that tag is added, then trigger invoice to contact. I've tried this with Zapier, but it's challenging because you have to set up each client or customer as a Zapier trigger. It ends up being fairly manual and then you have a ton of Zaps.
A core feature with this would be the ability to use classes, locations, & customers as tags in QBO. These are different ways to tag transactions. Almost all my clients use them for something... you need to be able to choose them when creating an invoice for example.
There are mentions here of projects and tasks syncing to those lists in QBO (a great idea), but that may be a fairly advanced task... not sure that it's even possible with the QBO API. And, if the contacts, invoices, and payments sync as I mentioned above, you could use ClickUp as your primary project/task function and not QBO.
It would be cool to integrate QBO with the New ClickUp forms function for complete synergy. #NiceToHave 😁
@Q. Davis: Hey Q! Can you explain a bit more about how you'd see that working?
Concept 1: If added to Forms, having the ability to submit receipts via ClickUp form attachment to be added to QBO Receipts later.
Concept 2: Being able to attach an existing QBO invoice to a Task making it easier to referencing.
Concept 3: Add QBO Invoices to the list Page View options
I would to use it to keep track of clients invoicing since I use QBO for my business.
In addition to some that has already been mentioned below, I’d love to be able to create a task or set of tasks and assign task when a new Client (or invoice) is created in QBO.
Bills for payment from various divisions are uploaded into various tasks for processing (assigned to various people and statuses) as it is checked, authorised, captured and ultimately paid.
I would like to see the salient details captured via your new FORMS that can be directly pulled through into QBW to create the bill.
This will save an enormous amount of time and reduce errors that can happen when the same info is captured multiple times.
The same can be done for invoicing customers
I use QuickBooks Online Accountant and I’d like to manage tasks linked to projects and to have time synced back to QuickBooks Online. It’s important to be able to designated whether the time is billable or non-billable to ensure billable time to clients is accurate. All of my clients would need the same functionality.