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.
- QuickBooks Integration Manager, for desktop versions
We offer a Windows-based integration for transferring data to and from QuickBooks. For more information, please see the Using the Replicon Integration Manager for QuickBooks with Polaris.
You can download the latest version of this integration from here: QuickBooks Integration Manager
QuickBooks Integration Manager system requirements
|One of the following:
|A high-speed connection
A compatible version of QuickBooks:
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 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