QuickBooks Online

Send the time tracked in Punchly to QuickBooks Online, then invoice your customers from QuickBooks as usual.

It works with QuickBooks Online Essentials, Plus and Advanced. QuickBooks Payroll, QuickBooks Desktop and Simple Start are not supported.

Connect

1. Press Connect to QuickBooks.
2. Sign in to Intuit and choose the company.

A workspace connects to one QuickBooks company.

Pair people and projects

Time is sent only for people and projects that are paired with their QuickBooks records. Press Review pairings.

• People pair with QuickBooks employees, or vendors for contractors. Punchly can create the employee for you.
• Clients and projects pair with QuickBooks customers. Punchly can create the customer for you.
• From QuickBooks: bring customers in the other way, as Punchly clients and projects.

Check each row, then press Apply. Nothing changes in QuickBooks until you do.

Send time

1. Open Reports, Detailed, and filter to the time you want to send.
2. Press Send to QuickBooks. It sends everything the report shows, or only the rows you ticked.
3. Check the preview. It lists how many entries will go, and which will not, with the reason.
4. Press Send.

Each entry becomes a time activity in QuickBooks with the person, the customer, the date, the hours, the rate and a description.

What is not sent

• Running timers, breaks, time off and holidays.
• Non-billable time, unless you tick to include it.
• Time with no project, or whose project or person is not paired.
• Time already sent, and entries shorter than a minute.

After sending

• Sent entries carry a QuickBooks badge in the Detailed report.
• If a sent entry is edited, the badge says “edited”. Open Send to QuickBooks again to update it there.
• If a sent entry is deleted in Punchly, the QuickBooks card asks whether to remove it from QuickBooks too.