QuickBooks Integration Guide

Integration configuration​

1) Browse the integrations page in Monitask admin dashboard: https://app.monitask.com/integrations and click Add ClickUp integration​

2) Log in to Monitask account and agree to the permissions

3) On the opened page click Connect to QuickBooks​

4)  If you are not logged in the QuickBooks you will be redirected to the login page​

5)  Select QuickBooks company you would like to connect to Monitask and click Connect

6)  Map QuickBooks customers to projects in Monitask and click Next​

7)  Optionally, Map QuickBooks services to projects in Monitask and click Next​

8)  Optionally, Map QuickBooks employees to users in Monitask and click Next​

9)  Map QuickBooks vendors to users in Monitask and click Next

10)  If needed, import time entries of selected users to QuickBooks and click Submit. Wait for a little while all time entries are transferred

Congratulations, your QuickBooks integration with Monitask is ready!​

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Now, you can browse QuickBooks -> Reports -> Time Activities by Employee Detail and view time entries imported from Monitask as time activities for configured vendors and customers​