In this article, we cover:
Follow these steps to connect QuickBooks Online to ProLine, set up and customize the integration and manage customer information effectively.
Access the Integrations Page
First, access the integrations page to set up the QuickBooks integration.
Navigate to hamburger menu > Integrations.
On the Integrations page, select QuickBooks.
Configuring QuickBooks Integration
Next, configure the settings for the QuickBooks integration. This involves deciding how customer information and project details are managed.
Create or Update QuickBooks Customers: Choose this option to create QuickBooks customers for ProLine's project main contacts. The main contact is typically the person associated with project billing.
Create Job Sub-Customers: Select this to allow QuickBooks to create job sub-customers for ProLine projects. These sub-customers can be converted into projects within QuickBooks.
Filter by Project Statuses: Choose which project statuses to sync with QuickBooks. Common statuses are "open" (for projects with sent quotes) and "won" (for projects with signed quotes).
Connecting QuickBooks to ProLine
After configuring the integration settings, connect your QuickBooks account to ProLine.
Click Connect to QuickBooks.
Log in to your QuickBooks account.
Authorize the connection between QuickBooks and ProLine.
Enabling the Integration
Finally, enable the integration to start syncing data between ProLine and QuickBooks.
Click Connect to QuickBooks.
Log in to your QuickBooks account when prompted.
Once connected, the status will show as Connected.
Enable the integration by selecting the option to Enable Integration. The status should update to Integration is currently on.
Important Notes:
Currently, only project and contact information are synced with QuickBooks. Financial and payment data are not supported at this time.
Ensure you play around with the settings to determine the best configuration for your company.
Contact Support
If you encounter difficulties or have further questions, contact our support team at support@proline.app or through the chat in the lower corner of your screen. We're here to help you with any issues or concerns.