Transferring project data to and from QuickBooks

Replicon offers two options for transferring project and billing data to and from QuickBooks:

  • For the desktop version of QuickBooks
    We offer a Windows-based integration for transferring data to and from QuickBooks. For more information, please see the QuickBooks Integration Manager User Guide.

You can download the latest version of this integration from here:
QuickBooks Integration Manager

FAQs

What are the system requirements of the QuickBooks Integration Manager?

Operating system

One of the following:

  • Windows 7, 8, or 10 Professional or Enterprise

Hardware

  • Pentium 500 MHz CPU or equivalent
  • 512 MB memory
  • 50 MB available disk space
  • Screen resolution of 1024 x 768 or higher

Software (1)

A high-speed connection

A compatible version of QuickBooks:

  • Pro, Premier, or Enterprise U.S. Edition 2011 and higher
  • Pro, Premier, or Enterprise Canadian Edition 2012 and higher
  • Pro or Premier Australian Edition 2009/2010, 2011/2012
  • Pro or Premier UK Edition 2008
  • Enterprise Solutions U.S. Edition 7.0, 8.0, 9.0, 10.0, 12.0

The integration manager likely works with other versions of QuickBooks, but we haven't tested it with others

(1) Although QuickBooks 2009 or higher U.S. editions support multiple currencies, due to a limitation in QuickBooks, transfer of multiple currencies via the integration manager is not supported for these editions. Also, when used with Canadian 2010 or higher editions of QuickBooks, the integration manager supports multicurrency transfer to vendor bills only.

I'm installing the QuickBooks Integration Manager. What do I enter in the Host URL field?

You'll be prompted to enter your host URL, along with your company name and user name, when installing the integration manager. You can find your host URL by logging in to your Replicon instance, and looking at the address bar at the top of the browser. Your host URL is everything up to the first single slash in the URL that displays.

For example, your host URL will look similar to this: https://na4.replicon.com

Related links

Integrating with Replicon
Using data import to mass add, update, and delete data
Introduction to the Replicon API
Troubleshooting the QuickBooks integration manager
Exporting time data using the Time Workbench
Exporting a report to Excel or PDF