Important: Only administrators may set up this integration.
⚠️ Please note that importing is only possible on the Online version, not the Desktop version.
How it works
The QuickBooks integration lets you automatically synchronize:
Your employees: first name, last name, date of birth, hiring date, email, address, phone number, employee number
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!
💡 If you get disconnected, simply reconnect your Agendrix account to Quickbooks by clicking here!
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