We're so excited you've decided to integrate your Workyard instance with QuickBooks Desktop. This article will address the following topics:
What information can be imported from QuickBooks Desktop
What information can be exported from Workyard to QuickBooks Desktop
How to integrate Workyard with QuickBooks Desktop via the QuickBooks Web Connector
Frequently Asked Questions / Troubleshooting
What information can be IMPORTED from QuickBooks Desktop?
You can import the following information from QuickBooks Desktop into Workyard:
Field Name | Workyard | QuickBooks Desktop |
Project | Project | Customer / Project |
Worker | Worker (W2) | W2 Employee |
Worker | Worker (1099) | Vendor |
Cost Code | Cost Code | Service Item |
Video Demonstrations of Import Activities:
We pull the "Geofence Address" from the "bill to" section of the project details within QBD.
What information can be exported from Workyard to QuickBooks Desktop
Field Name | Workyard | QuickBooks Desktop |
Regular Hours | Regular Hours | Regular Hours |
Overtime Hours | Overtime Hours | Overtime Hours |
Double Time Hours | Double Time Hours | Double Time Hours |
Project | Project | Project |
Cost Code | Cost Code | Item |
Video Demonstrations of Export Activity:
You must be logged in as "ADMIN" and be signed in as "Single User Mode" in order to perform the initial setup.
After successfully setting up the integration and granting "Admin" rights to the integration, you will not need to be logged in as the admin nor in "Single User Mode" to perform integration activities.
How to integrate Workyard with QuickBooks Desktop via the QuickBooks Web Connector
You can complete your integration with QuickBooks Desktop by following these instructions: