Time to make life a little easier! Integrating your QuickBooks Desktop file with busybusy will save you time and money! This feature is available for Pro users who have purchased the integration package for their QuickBooks Desktop file.
For Accounts Created before 09/01/16
In order for the QuickBooks integration to work correctly, you will need to archive your current projects in busybusy. When you set up the QuickBooks Integration, busybusy will pull your customers and jobs over as projects and sub-projects.
Going forward, if you want to add a new project to busybusy you’ll need to add the customer and job to QuickBooks first. You can get detailed instruction on how to add a project here: Adding new projects to busybusy with QuickBooks
busybusy's QuickBooks Instructions
To begin integrating your company into QuickBooks, in the busybusy web app, go to Settings in the Left Navigation Menu.
Next select Integrations.
Click the box Intuit Quickbooks.
Select Connect to QuickBooks to continue.
Follow steps 1-6 👆.
Download and open the file in Step 3.
You will see the following dialog box:
Click OK to continue.
Switch to QuickBooks. In the top left corner, click File and select Update Web Services.
To have busybusy transfer information into QuickBooks make sure the Auto-Run box is checked, and that you choose how many minutes you want it to auto-run. By default, the busybusy to Quickbooks Integration will run every 8 hours.
Enter the password for the busybusy account you're using to connect to QuickBooks. If this password is ever changed in busybusy, you will need to change it in the web connector too.
Select the check box to the left of busybusy and click Update Selected to transfer the information.
Minimize or "Hide" Web Connector so that it can auto-run in the background. If you close it out, the auto-run cannot perform.
Return to the busybusy web app and refresh your page.
Select Payroll Mapping.
Your REG, OT1, and OT2 fields will need to match the fields from QuickBooks for an accurate sync. Click Expand All to edit these fields.
You can now match the Hourly Labor, Overtime and Double Overtime by using the drop-down options on the right.
When you are finished click Save & Close.
Your QuickBooks is now integrated with your busybusy account!
Chat with us by clicking on the busybusy icon in the bottom right corner!
Email us: firstname.lastname@example.org
Call us: 855-287-9287