HelpProject & Resource Managers

Transferring project data to and from QuickBooks

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

  • For QuickBooks Online

If you are using our Client Bill product, we offer a pre-built integration for QuickBooks Online. The integration allows you to track time and expenses in Replicon and transfer the invoice data to QuickBooks for billing. For information on accessing and using the integration, please see Transferring data to and from QuickBooks Online.

  • 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

A high-speed connection

A compatible version of QuickBooks:

  • U.S. Edition 2013, 2014, 2015
  • Pro or Premier U.S. Edition 2007, 2008, 2009, 2010, 2011, 2012
  • Pro or Premier Canadian Edition 2008, 2009, 2010,  2011, 2012
  • 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

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