Important: Only administrators may set up this integration.
How it works
The QuickBooks integration lets you automatically synchronize:
Your employees
Your customers (job site resources in Agendrix)
Note: You must have the resources module to sync your clients.
If required, you will also be able to associate:
Your departments (positions/locations)
Your classes (positions/locations/job sites)
You'll also be able to export the hours worked seamlessly into QuickBooks to process:
Your payroll
Client billing
Activating the integration
Go under the ''settings'' tab of the main menu;
Click on "Integrations";
Find the "QuickBooks" integration and then click on ''Activate'';
Sign in to the platform;
Choose your synchronization options;
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