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Help Administrators

Transferring project data to and from QuickBooks

Polaris offers two options for transferring project and billing data between QuickBooks and Polaris:

  • QuickBooks Online integration
    We offer a pre-built integration for QuickBooks Online that allows you to track time and expenses in Polaris 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.

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

QuickBooks Integration Manager system requirements

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:

  • 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.

FAQs

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 Polaris 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.

or example, your host URL will look similar to this: https://psa-na7.replicon.com