Important: Only administrators may set up this integration.

How it works

The QuickBooks integration lets you automatically synchronize:

  1. Your employees

  2. Your customers (job site resources in Agendrix)

Note: You must have the resources module to sync your clients.

As needed, you'll also be able to associate:

  1. Your departments (positions/locations)

  2. Your classes (positions/locations/job sites)

You'll also be able to export the hours worked seamlessly into QuickBooks to process:

  1. Your payroll

  2. Client billing

Activating the integration

  1. Click the arrow next to your name (top right corner of the screen).

  2. Click on "Integrations".

  3. Manage "QuickBooks".

  4. Sign in to the platform.

  5. Choose your synchronization options.

  6. Save.

And you're done!

Exporting your hours into QuickBooks

  • Here's an article on how to export your hours into QuickBooks.

  • Here's an article on how to force sync the employee/client data

Did this answer your question?