Quickbooks integration

Does anyone have experience of integration with QuickBooks? If so, can you advise on any tips, good features, limitations etc please? We're a maintenance company so I want to manage jobs with Wrike and turn completed jobs into invoices.

Thanks

 

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Anastasia

Hi Karen! That's a really good question. While Quickbooks isn't among Wrike's native integrations, it's possible to connect them through an action automation tool called Zapier: https://help.wrike.com/hc/en-us/articles/209605169-Zapier

The integration will be based on a trigger-action mechanism consisting of "Zaps". For example, you can set the trigger to be a new Wrike task, which would result in the creation of a Quickbooks invoice. Here you can check out all of the available Zaps: https://zapier.com/zapbook/quickbooks/wrike/

In case anyone else is interested in the other types of integrations which can be set up through Zapier, here is the complete Wrike Zapbook :)

Karen, there are also some more advanced integration options, such as through Wrike's API. Another option would be to combine Custom Fields and Excel export (this would require a bit of formatting). Let me know if you're interested in hearing about those!

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What does it mean when it is asking me "track subfolders"?

Here is what I would like to do... I have projects that move through folders as they advance in stages. Once a project is ready to be invoiced, I would like to be able to create a task within wrike (preferably within the project) that will trigger an invoice to be generated in Quickbooks online. Advice/suggestions/instructions to setup would be most helpful.

Thanks!

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Anastasia

Hi Walter! If you select "Yes" in the "Track Subfolders" section, then Quickbooks invoices will be generated for any tasks created in the Subfolders of the location you chose in the "Folders" step. Based on what you described, I recommend creating a separate Folder in Wrike called something like "Invoices" - this will be the Folder used for tracking new tasks:

 

Whenever you create a new task in this Folder, an invoice will be generated in Quickbooks. Since tasks can reside in multiple locations, you can then tag the task with the Project it belongs to (that way it will become visible both in the "Invoices" Folder, and in the Project it is based on). You can find out some more about tagging on this page :) Would this work for your use case?

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Hi Anastasia,

This doesn't seem as intuitive as it is made out to be, I am still having trouble. Would it be possible to schedule a time with someone from Wrike to help set this up?

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Stephanie Westbrook

Hi Walter, 

I'm opening a Support ticket on your behalf so that someone can reach out and find the best time to contact you about setting this up. 

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Karen -- how was your experience integrating Wrike + Quickbooks? Is there any helpful tips that you would pass onto a company that was exploring this? Our invoicing schedule isn't as tied into project completion, so I'm hoping I'm not naively assuming that this will be a fairly easy thing to get set up. 

Thanks in advance for any advice,

Libby

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Stephanie Westbrook

@Libby Just wanted to respond for now, in case Karen isn't able to. To alleviate any concerns you may have: you don't need technical experience to set up a zap with Zapier and our team is here to help you if you do want some extra support while you're working on getting things started! 

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I'd very much appreciate setting up integration via IFTTT rather than Zapier. Zapier starts charging after a certain number of uses, whereas IFTTT is free. If it's already been done using Zapier, I would imagine the webhooks are very similar.

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