Quickbooks Accounting Integration
planned
B
Brandon Hardiman
Dave Robertson any update on the status of this. I came here to suggest this as it has been my biggest complaint so far. We almost moved away from Flipper Force but think we are still going to stick with it and just not use the expense tracker until it's integrated with Quickbooks because the double entry was too time consuming. It would be nice if we could have a way to manually edit the current expenses in the project budgeter with the high level number out of Quickbooks each week. We have considered just adding a new line item in expense tracker each week for current expense to date.
Dave Robertson
Merged in a post:
Quickbooks Integration and Bulk import Category
T
Trevor Nowitzki
Was thinking it would be nice to have the category column data as part of the bulk import. It would save a lot of time since I track expenses in Quickbooks. I saw there was an integration planned with Quickbooks so it would be neat to map the categories as accounts in Quickbooks. Basically I would like to see my actual expenses recorded in Flipperforce from Quickbooks with a category assigned. This might be a little complex since it would have to allocate to the correct project based on a P&L by class.This way my actuals only have to be classified once in Quickbooks. The main reason I still use Quickbooks is the ability for it to auto record receipts based on a picture while reconciling and booking transactions from linked bank accounts. I realize that having similar automation functionality as Quickbooks would probably be hard to implement so having it at least integrate would be nice.
Dave Robertson
planned
Dave Robertson
Dave Robertson
As a temporary workaround, we did just launch Export to CSV earlier this month so you can at the very least export your Expense to a spreadsheet & then import to QB.
C
Clinton Cook
Yes this would be amazing. Even if as just an MVP we could upload an export our bank or quickbooks or anything. Something quicker than the current method.