Track project hours with TimeTrack and use QuickBooks to create a professional invoice for your clients in a matter of seconds.
QuickBooks is an accounting software designed to track expenses, send invoices and more. Whether the task at hand is big or small – QuickBooks has you covered. Easily create professional invoices and send them directly to your customers.
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6. Create a provisional invoice in TimeTrack. Select a customer and all incurred project efforts that you want to invoice. (Note: The invoice in TimeTrack is only used to select which time entries and expenses you want to transfer to QuickBooks for the final invoicing).
7. Now before exporting the invoice to QuickBooks make sure to go back to Integration > Edit Setting for Export and select if your time entries should be grouped by service types or be exported individually. You can choose from the service types you defined in QuickBooks via our drop down menu.
8. After that, go to Invoicing – here you will see a QuickBooks logo for each invoice that was created. If you click on it, your invoice will be exported automatically.
9. Once the invoice has been successfully submitted to QuickBooks, a blue checkmark will appear next to your invoice in TimeTrack. Click on it to open the invoice in QuickBooks.
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With TimeTrack you can easily track your working and project hours. Each time entry can be booked to a customer, a project and/or an activity. This way, you can continuously track where your time goes. You can also document your working hours using a project timer – simply let the clock run while you concentrate fully on your tasks. In addition, you can track all expenses incurred during a project (materials, expenses, mileage) with just a few clicks and add them to your invoice later.
With the linking of TimeTrack and QuickBooks, you can easily convert your project and working hours into invoices and bill them. Simply import your customers that you have already created in QuickBooks to TimeTrack and track all project hours there. This way you document exactly how much time and money you invest in individual customers. You can easily convert the tracked data into a provisional invoice in TimeTrack and export it to QuickBooks for finalization. As soon as the invoice is ready in QuickBooks, you can send it directly to your customers.
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