This integration enables you to send invoices from Productive to your QuickBooks Online account.
Table of contents
1. How to link your QuickBooks Online account to Productive
To link your Productive account to QuickBooks Online:
Log into Productive
Go to Settings > Organization Integrations
Find QuickBooks Online in the list and click Create integration
If you have created multiple subsidiaries in Productive, you will need to select the one you wish to integrate. Click on Create integration and log in to your Intuit Account (which includes QuickBooks Online) to finish the authentication.
2. Setting up the integration
After the authentification in QuickBooks has finished, you will now decide:
which system will generate invoice numbers
which system will generate invoice PDFs
should payments be synchronized or not (this is done only from the accounting system to Productive and not vice-versa)
choose what type of information will be sent from Productive to the Memo field in QuickBooks: It can be the subject of the invoice, information from the note field, PO number or the data from the invoice custom field
Next, you can choose a default item there the service types will be sent in QuickBooks, or you can link service types in Productive to individual QuickBooks items:
3. How to use this integration
When creating an invoice, a new button will appear in the top right - Copy data to QuickBooks
When copying the single invoice from Productive to QuickBooks, you will be prompted with the following window:
If the customer does not exist and you leave this blank, QuickBooks will automatically create one.
You can also select a tax from QuickBooks. If you don't select the tax, your invoice in QBO will contain no tax. Tax from Productive is not copied in QuickBooks.
4. Disconnecting QuickBooks Online from Productive
Go to Settings > Organization integrations
Click on the trash can icon on your QuickBooks integration button