Help Center
QuickBooks Integration
- QuickBooks Customer Sync Process
QuickBooks Customer to Timogix Client
Description
This process synchronizes customers in QuickBooks to clients in Timogix.
Customers must have a display name in QuickBooks for it to be a valid
client in Timogix. The matching process for updating clients is by
client name. When a new client is created thru the sync process, you can
optionally have the Timogix system create default projects and tasks so
your users can log time against the clients right away.
Who can access this page?
Administrators
Location
Menu Setup QuickBooks tabClient button
Screenshot
