Quickbooks integration. How would you want it?

1) Definitely through Web Connector (or better yet, through custom function using QB SDK; not hard to write -- let me know if you need assistance).
2) Don't attempt to decide for the customer how he or she wants to invoice customers. Often it varies per customer. Instead import the time items directly and let your users use QB to generate the invoices.

1- Not familiar with Web Connector (maybe I need to upgrade QB)
2- Sometimes I want to give clients one big number, sometimes I need to break it down by task. I think the easiest thing would be to have it import directly into a QB account and then I can use QB to make the invoice (echoing QB Guy above).

I think that even if you go the Web Connector route, offering a QuickBooks-compatible CSV would be excellent. Those of us who do not use QuickBooks but use a different tool for invoicing that recognizes QuickBooks formats would be very grateful!

On the resolution issue I think that should just be an option when a user sets up the integration point. Ideally there'd be a filter on projects too -- I don't track unbilled projects in my financial software so it'd be great to be able to filter them out when exporting.

Hi,

I do not know anything on how to implement a QuickBook integration but for the 2nd question I would opt for either the user to pick what the invoice line is or per project.

If we do per project, we can always create multiple projects if we want them to show as multiple lines.

Right now I use Toggl to keep track of my time, then type all my time back into the standard timesheet of our company. Print it. Then someone inputs it back into QuickBooks.

Integrating QuickBooks will really boost Toggl for companies such like mine.

JG

For those responding, let me explain that the advantage that Web Connector offers over a file based approach is that it can automatically prevent duplicates, etc. By using the SDK it's possible to write a plugin that installs a dropdown in QuickBooks -- something like "Import all hours from Toggl". All time items would then sync with QuickBooks and no need to keep track of what file was downloaded when.

Of course I understand the desire for CSV for non-QuickBooks solutions. You should provide that too, but it's a poor substitute for QuickBooks users.

I'll say that I am both a QuickBooks user and a QuickBooks developer. If you provide a nice QB integration tool, I'll buy it. If you need assistance in creating the QB plugin, I am available as well.

Hello - I'm just curious if there's been any progress made to this idea? I'm trying to convince my company to switch to Toggl for time tracking, and would greatly welcome this feature :)

I think as far as competing with other 'timesheet' applications on the web, the QB functionality would convince many small businesses (my clients) to track time with Toggl.

It doesn't so matter how its done, as long as it is straight forward and reliable.

Some of my clients prefer to see every activity for every project, but some prefer just one lump amount - I think this has to be a per project option, or per client option - maybe that could be a 'Premium' feature.

Look forward to an update.

Ran across your discussion. I've developed and launched a Quickbooks integration module. Check it out.

http://activecollab.realnets.com/

Web Connect, and it needs to be easy and clear how to integrate it into existing invoices, etc. Show how to bring it all together.

disappointing, looks like toggl won't work for me until we have this integration

I have been using togl since I opened my own law firm in June 2009. Law firm invoices are typically much more detailed than those of other types of consultants. (This is driven by a combination of industry practice as well as regulatory requirements.)

This QB integration would help me alot (and probably many others as well). If you could integrate Toggl with QB, it would need to allow users to include each time entry into the QB invoice. This probably means the csv data has to be transferred to the QB account (ideally through web connect).

My invoicing procedure works like this: Each time entry describes the specific activity undertaken during that time period. So, if I've been engaged to negotiate a business acquisition for a client, each time I record work done on the acquisition project I describe in detail what I've done (e.g., attention to conference call with seller's counsel regarding indemnification provisions and due diligence ... OR ... further attention to revision of representations in purchase agreement). So you can see that this doesn't lend itself to "Task-based" reporting the way some other consulting work might.

In addition, my clients pay different rates for different members of my team. If Stu bills at 150/hr and I bill at 400/hr, the client will want to know how much of my time is billed to them vs. Stu's time. So, here again, the csv download is the only approach that allows me to have enough specificity to provide this information to clients on an invoice.

In order to prepare an invoice I download the csv and reshape the details I need to keep into an invoice. If I could have QB do that for me, since I have between 4-10 client invoices to send out, it would literally save me (conservatively) 10 hrs each month.

R

Rusty, I think QB can do much if not all of what you need, and if you're really spending > 10 hours each month consolidating hours, we should definitely talk. Please write to us at info@thumbtack.net and we can discuss a custom integration.