Join Our New QuickBooks Integration Beta ๐Ÿ“ฃ

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Hi everyone ๐Ÿ‘‹

We're thrilled to invite you to our QuickBooks integration beta! This integration is designed to automate and accelerate your invoicing processes by exporting time records from Wrike to QuickBooks, ensuring timely and accurate billing. It also enhances decision-making with real-time financial data synchronization.

Why QuickBooks?

Time tracking is the most adopted feature within our functionality for Professional services teams, showing a strong reliance on accurate time management tools. QuickBooks ranks among the top three ERP systems used by our customers and was identified as the most preferred in our recent Community survey.

What to Expect?

This initial beta focuses on engaging early adopters to gather feedback and fine-tune our mechanics. The integration provides solid core functionality for synchronizing the two systems, and new updates will follow every sprint.

Who Can Participate?

Any account starting with the Business plan can participate in the beta.

How Does It Work?

Manual Synchronization: Click the "Export to QuickBooks" button in the Timelog view, log in to QuickBooks, select from predefined filters, choose a client, and confirm the export.

Export with Wrikeโ€™s Automation: Set up an automation rule in Wrike with your desired triggers and conditions, add the "Export to QuickBooks" action, authorize, set filtering criteria, define client, and the selected time entries will be automatically exported to QuickBooks upon rule triggering.

Coming Soon

We're planning to add several more features, including a separate column in Timelog for the status of exports to QuickBooks, the ability to filter entries in Timelog for exporting, control over permission via custom user types to use the integration, and more.

Your early feedback will help us prioritize these updates. Join us in refining this integration and making Wrike even more powerful! Please let us know below if youโ€™d like to participate in this beta ๐Ÿ‘‡

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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15ไปถใฎใ‚ณใƒกใƒณใƒˆ

My team would like to participate in this beta. How can we gain access/ set this up?

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

I would like to participate!

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

I would like to participate in this beta. Let me know how to gain access and set this up.ย 

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Lisa We have built an integration using Bubble that's working fairly well for us. If you'd like to discuss how we set this up to meet our needs, I'd be happy to share what we've learned.

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

I'd love to participate in the beta!! This would be SUCH a welcome update to Wrike!

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Hi folks, thanks a lot for your interest ๐Ÿค— You should now have access to this integration in your accounts.

Stephen Barnecut Appreciate your offer, thanks for letting us know ๐Ÿ™‚

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

I had our QuickBooks Admin connect Wrike with our QBO account, but it seems only a QB admin can export from Wrike. When I try to Export to QB, I get an error asking the admin to connect the app to QB.ย 

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Hi Anthony Longo ๐Ÿ‘‹

The export works in two ways:

  1. The space admin has set up a rule - and now as soon as anyone triggers it, the rule will work and export on behalf of the space admin.
  2. Manual - always works on behalf of the person who calls the function. That is, if the admin has connected their account to QB, only they can use it and export on their own behalf.

Unfortunately, only a user with admin rights in QB can authorize in external applications - this is a QB limitation.

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

I would really love to be a beta user for this. QB time export is the one thing I have been begging for.

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

We would like to beta test please.ย  We have been dying for this feature.

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Hi Kathleen Kimm Wintress Odom, thank you for your comments. The beta program is finished and the functionality is available to all Pinnacle accounts.

In case you're on a lower plan, a possible suggestion would be to trial the Pinnacle plan to explore this functionality. If that's an option for you, please feel free to reach out to your account manager.

If you need further assistance, please let us know ๐Ÿ™‚

ย 

Juan Community Team at Wrike Wrike Product Manager Learn about Wrikeโ€™s killer features and best practices with our Online Training Webinars

Juan Wrike Team member Learn about Wrikeโ€™s killer features and best practices with our Online Training Webinars

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Hi Juan, I'd like to give this a try, and I have a Pinnacle account. How do I proceed?

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Hi Stephen Barnecut, thanks for your comment. You should be able to follow these steps to start using this integration. Otherwise, please let us know ๐Ÿ‘

Juan Community Team at Wrike Wrike Product Manager Learn about Wrikeโ€™s killer features and best practices with our Online Training Webinars

Juan Wrike Team member Learn about Wrikeโ€™s killer features and best practices with our Online Training Webinars

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Thanks Juan. This is a great start. However, with hundreds of time entries per day, our organization needs to be able to export multiple customers and service items at a time. We use a custom field in each task to track the service item, and a custom field to track the customer. If you could provide a table for matching these in advance, then this tool could meet our needs.

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๐Ÿ‘ Spot On ๐Ÿ’ก Innovative Approach ๐Ÿ’ช Stellar Advice โœ… Solved ๐Ÿช„ Remove Kudos

Hi folks! Huge thanks for participating in the beta and providing your feedback, we appreciate your insights!
We're now closing this beta as the QuickBooks integration has been released to all Enterprise Pinnacle accounts. Those of you who participated in the beta testingย on other subscriptionsย can continue using the integration for now, and we may contact you separately about this. Thanks again, everyone ๐Ÿ™Œ

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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Folllowing List for Post: Join Our New QuickBooks Integration Beta ๐Ÿ“ฃ
[this list is visible for admins and agents only]

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