QuickBooks Online Integration
QuickBooks Online integration will allow the user to pull Employee, Location, and Task data from QuickBooks as well as push time record data to QuickBooks.
To set up the connections and sync, perform the following steps:
1. Navigate to the Settings menu select Integrations.
2. Click the New button and select Web Apps.
3. Complete the fields in the form:
1. Enter the Desired Name. Example: if this connection is for employee data, name the connection QB Employee. This will help differentiate between connections later.
2. Select QuickBooks Online from the Integration drop down menu.
3. Select Active from the Status drop down menu.
4. Select Connect to QuickBooks Online. This will bring an Intuit login window similar to the one below.
5. Enter your QuickBooks Online Username and Password and click Sign In.
9. A window will appear asking you to allow WorkMax to establish a secure connection with QuickBooks. Select the Authorize button. This will only be necessary when establishing the initial connection.
10. Select Type of Record (1.) and Direction (2.) then click Save.
Note: You will need to setup a separate connection for pulling of Employee data, Location data, Task data and Time data.
11. Select Run Integration on each created instance to Import/Export data between QuickBooks and WorkMax.
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