Quickbooks - Autotask Integration

Quickbooks - Autotask Integration

Mapping Quickbooks items to Autotask Products and Services


Mapping Work (Consulting and Labor, both hourly and flat rate)

Admin>FINANCE, ACCOUNTING, & INVOICING>Billing Codes>Work Types

AT Work Types should match QB Items. (Otherwise AT creates the item in QB.) Use Tilde in place of colon. 


Mapping Services

Admin>PRODUCTS, SERVICES, & INVENTORY>Services

Sync from Autotask to Quickbooks

To sync items from AT to QB, use the QB web connector:  File>App Management>update web services. Once the app is open , check the box for the correct integration and click "update selected."

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