Integrations / QuickBooks integration

QuickBooks time tracking, without typing hours in twice

Your team tracks time in Punchly. You send the billable hours to QuickBooks Online in a few clicks, each with its customer, person, date and rate, and invoice from QuickBooks exactly as you do today.

Standard plan, $4 a person a month. For QuickBooks Online Essentials, Plus and Advanced. 7-day free trial of the Pro plan’s features, no credit card needed.

Connecting QuickBooks Online to Punchly from the integrations settings
Setup

How it works

01

Connect

An admin signs in to Intuit and chooses the QuickBooks company.

02

Pair

Match your people to QuickBooks employees or vendors, and your clients and projects to QuickBooks customers. Punchly can create the missing ones for you.

03

Send

Open the Detailed report, filter to the time you want, and press Send to QuickBooks.

Preview

You see what will be sent before it goes

Nothing reaches your books by surprise. Before sending, Punchly shows how many entries will go and lists any that will not, each with the reason, such as a project that is not paired yet. You can send everything the report shows or only the rows you select.

Punchly preview before sending time to QuickBooks: what will be sent, and the entries that will not
In QuickBooks

What arrives in QuickBooks

Each time entry becomes a time activity in QuickBooks with the person, the customer, the date, the hours, the rate and a description. From there it can be added to a customer’s invoice in the usual QuickBooks way.

What is sent

Only the right time is sent

Billable time by default. Non-billable time is included only if you ask for it.

Never twice. Time already sent is left out the next time.

Not sent: running timers, breaks, time off and holidays, and time on projects or people that are not paired.

Detailed report in Punchly with a QuickBooks mark on the entries already sent
Updates

Changes stay in step

Sent entries carry a QuickBooks mark in the Detailed report. If one is edited afterwards, the mark says so, and sending again updates it in QuickBooks. If one is deleted, Punchly asks whether to remove it from QuickBooks too.

Customers

Start from your QuickBooks customers

If your customer list already lives in QuickBooks, bring it across. QuickBooks customers can be imported as Punchly clients and projects, so nobody retypes them and the names match from day one.

Questions people ask

Something else on your mind? Our team answers from inside the app and by email.

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

No. Punchly sends the time. You create the invoice in QuickBooks from that time, as usual.

No. You choose what to send and when, from the Detailed report, after seeing a preview.

The Standard plan, at $4 a person a month.

Yes. A person in Punchly can be paired with a QuickBooks vendor, which is how contractors are usually set up.

The entry is marked as edited. Open Send to QuickBooks again to update it there.

A workspace connects to one QuickBooks company.

Get your hours into QuickBooks the easy way

Start the free trial, connect QuickBooks Online and send your first week of time.