![]() ![]() The QuickBooks Extension (New) supports the following environments: Refer to Mapping an Autotask company to a different web connector. Data from a single Autotask database can now be transferred to multiple QuickBooks company files. The same single user account must be used to set up the web connector, and manage the transfers. Invoices where the Date Paid field is populated, either by QuickBooks sending back a date or by the Payment Processing feature, cannot be sent to QuickBooks again.This process can be triggered automatically at user-defined intervals, or manually. Items flagged as Ready to transfer (worded differently for different items) are extracted from Autotask and imported into QuickBooks. The transfer of invoices, expense reports, purchase orders, and timesheets to QuickBooks is controlled through the items' transfer status in Autotask. ![]() The only prerequisite is that the computer has access to the Internet. Web Connector is installed on the same computer or local network as the QuickBooks desktop application.The data is transferred from Autotask to QuickBooks using the QuickBooks Web Connector (QBWC) application, a separate, independent Intuit app that communicates with Autotask via Web Services, and with QuickBooks via QBXML. Purchase Orders (Inventory will be synced each time you transfer purchase orders, but can also be synced independently)Īutotask data is stored in the Cloud, while the QuickBooks desktop version is installed on a specific computer (PC, server, or VM).Invoices (invoice Paid Dates You can transfer the following items from Autotask to QuickBooks: (Note: Intuit will not be releasing a 2022 UK version and will end support for all desktop versions in 2023)Ĭanada: Canadian: Pro and Premier 20 Enterprise 21.0 and 22.0 What data can be transferred/synced to QuickBooks? US: Pro and Premier 20 Enterprise 21.0 and 22.0 Currently, the following versions are supported: IMPORTANT "Will work with" does not equal "is supported by Kaseya." As we have always done, we will have tested, and will support, the current and the previous version of QuickBooks for each country. The Intuit QuickBooks Web Connector is currently not configured for Mac OS, so Mac is not supported. ![]()
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