The ProLine to QuickBooks integration allows a one-way sync, transferring essential project and customer data from ProLine to QuickBooks. This guide walks you through setting up, configuring, and managing your integration settings to ensure a smooth transfer of invoices, payments, and related customer data.
Accessing the Integrations Page
To begin, access the integrations page to set up the QuickBooks connection.
Navigate to hamburger menu (☰) > Integrations.
Select QuickBooks from the list of available integrations.
Configuring QuickBooks Integration
To customize how data transfers from ProLine to QuickBooks, configure your integration settings with the following options:
Choose Customer Object Types:
Decide whether QuickBooks should create:A main customer object for each primary contact in ProLine, or
Sub-customer objects for each project, useful if you want to track individual projects in QuickBooks.
Select Project Stages for Syncing:
Define which project stage in ProLine will trigger a transfer to QuickBooks. Typically, this should be set to the "Closed - Won" stage, so projects only sync when they reach a final stage, such as an approved quote.
Connecting ProLine to QuickBooks
Once the settings are configured, follow these steps to link ProLine with your QuickBooks account:
Click Connect to QuickBooks.
Log in to your QuickBooks account and authorize the connection between QuickBooks and ProLine.
This grants ProLine the necessary access to create customer, project, invoice, and payment records in QuickBooks.
Syncing Invoices and Payments
With the integration connected, ProLine will automatically sync invoices and payments to QuickBooks:
Invoice Creation: When a new invoice is sent from ProLine, it will create it in QuickBooks under the corresponding customer or project record. This process ensures that all invoices are accurately tracked within QuickBooks.
Payment Tracking: Payments recorded in ProLine will also sync with QuickBooks, linking them directly to the correct invoice. If the payment amount matches the invoice amount, QuickBooks will mark the invoice as paid.
ProLine Payment Type: Payments transferred from ProLine to QuickBooks are marked with a unique "ProLine" payment type, making it easy to identify payments originating from ProLine within your QuickBooks records.
Enabling and Monitoring the Integration
After completing the setup, enable the integration to begin syncing data between ProLine and QuickBooks:
Click Connect to QuickBooks if not already connected.
Log in and connect when prompted.
Enable the integration by selecting Enable Integration. Once enabled, the integration status will display as "Integration is currently on."
Important Notes
This integration currently supports syncing of customer, project, invoice, and payment data only. Additional financial data such as payroll or expenses is not yet supported.
Adjust the configuration settings to best match your company's accounting practices.
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.