11/16/2023 0 Comments Quickbooks desktop api integration![]() TotalAmt ( Balance = 0.00 assumed invoice is fully paid in QB) Required Payment/Invoice Object Attribute Mappings Kantata OX Payment Invoice Line Items: Fixed Fee Kantata OX Fixed Fee Item Invoice Line Items: QuickBooks Reimburse Charge Kantata OX Expense Item Invoice Line Items: Time Activity Kantata OX Time Itemĭate: Project: ‘Fixed Fee:’Or ‘Additional Item:’ QB Customer/Job from the project mapping for the given ML project Kantata OX Project ID from project mapping Rates need to be manually set for Service Items in QB Desktop. *The QB Desktop API does not allow Kantata to send the bill rate (Rate in Cents) for time entries. Field Mappings Time Entries in Kantata OX to QB Employee Weekly TimeSheet Kantata OX Note: The ability to map QuickBooks to Kantata OX is only available for users with QuickBooks Plus and Advanced subscription plans. Once your accounts are linked, you can map QuickBooks Users, Projects, Expense Categories, Vendors, Roles, and other Intuit Settings in Kantata OX. Click here to learn how to integrate with QuickBooks Desktop.Click here to learn how to integrate with QuickBooks Online.You must be signed in as an Account Admin on a Premier or Professional account to connect to QuickBooks. To sync Kantata OX with either QuickBooks Online or Desktop, navigate to the QuickBooks section located under your Settings tab in the left-hand navigation. Clicking Re-sync will fetch refreshed data from the QuickBooks servers.QuickBooks Desktop users need to connect and set up the Intuit Web Connector to push changes from their computer before Kantata OX can pull them.Kantata OX pulls information from QuickBooks therefore, records and information must first exist in QuickBooks.Here are some tips that will help you get started with your QuickBooks integration: Listed below are some of the different terms used by each system these terms may be used interchangeably within Kantata OX. Because Kantata OX connects with both QuickBooks Desktop and QuickBooks Online, you may encounter terms in Kantata OX with synonymous meanings, but different names. Kantata OX integrates with both QuickBooks Desktop (US and Canada) and QuickBooks Online (US, Canada, UK, India, and Australia). Connect QuickBooks Online to Kantata OX (US, UK, India, Australia, or Canada only).Access QuickBooks-related prompts and information ( Account and Project Administrators).Reimburse your employees for incurred expenses. ![]() Save employee and vendor tracked time from your Kantata OX projects into QuickBooks.Configurable formatting gives you more control over what your clients see on their invoices.Invoice your customers in QuickBooks for time and expenses entered in Kantata OX, using the expense categories from your ledger.Manage and designate account members as QuickBooks resources (i.e.Link project tasks, deliverables, or roles to billable QuickBooks items.Create Kantata OX projects from QuickBooks estimates (US versions only).Send tracked time and project expenses to QuickBooks.Kantata's integration with QuickBooks allows you to: This powerful connection gives you instant, accurate financials every time and allows you to manage project tasks, budgets, expenses, and invoices with a single tool. Kantata's integration with Intuit QuickBooks helps to seamlessly synchronize your projects with your accounting software. To get started, please reach out to your Account Executive or Client Success Manager, or email QuickBooks Integration This integration is available for purchase in Professional, Premier and Enterprise. ![]()
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