Join Our New QuickBooks Integration Beta 📣
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Hi everyone 👋
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 Wrike’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 you’d like to participate in this beta 👇
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
My team would like to participate in this beta. How can we gain access/ set this up?
I would like to participate!
I would like to participate in this beta. Let me know how to gain access and set this up.
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.
I'd love to participate in the beta!! This would be SUCH a welcome update to Wrike!
Hi folks, thanks a lot for your interest 🤗 You should now have access to this integration in your accounts.
Stephen Barnecut Appreciate your offer, thanks for letting us know 🙂
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
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.
Hi Anthony Longo 👋
The export works in two ways:
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
I would really love to be a beta user for this. QB time export is the one thing I have been begging for.
We would like to beta test please. We have been dying for this feature.
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 🙂
Hi @..., I'd like to give this a try, and I have a Pinnacle account. How do I proceed?
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 👍
Thanks @.... 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.
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 testing on other subscriptions can continue using the integration for now, and we may contact you separately about this. Thanks again, everyone 🙌
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
Was this for Quickbooks Online or Enterprise Desktop?