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QuickBooks

Turn approved Teambridge work into QuickBooks invoices while keeping customers, products, classes, and operational billing context mapped for review.

Connection at a glance

QuickBooks
TeambridgeTeambridge

Teambridge to QuickBooks invoices. QuickBooks to Teambridge customers and products.

How it works

How Teambridge connects with QuickBooks

An administrator selects a pay period and sends approved Teambridge hours to QuickBooks as invoices.

QuickBooks customer and product changes can sync back into mapped Teambridge collections for invoice preparation.

Verified data movement

What moves, where, and when

01
QuickBooksTeambridgeWebhook

Customer and product create, update, merge, and delete events update mapped Teambridge collections.

02
QuickBooksTeambridgeOn demand

Administrators can pull customers, products, and classes for mapping.

03
TeambridgeQuickBooksAdmin action

Approved shifts are grouped into invoice lines and submitted for a selected pay period.

What the connection supports

  • Simple, detailed, and extended invoice templates
  • Regular, overtime, and double overtime lines
  • Customer and product webhook sync
  • Class code support
  • Export result email

Scope and limitations

  • Invoice runs are manual
  • Payments and invoice status do not sync back
  • Some billing rules require implementation specific configuration

Operational use cases

Where QuickBooks fits in the work

The connection matters when it removes a specific handoff without losing the worker, customer, job, approval, or document context behind it.

01

Build invoices from approved hours

Group completed shifts by customer, role, class, and configured billing rules.

02

Choose invoice detail

Use simple, detailed, or extended templates based on the customer's billing requirement.

03

Keep mappings current

Sync QuickBooks customers and products into the Teambridge collections used during invoice preparation.

Implementation path

Set up the connection around one verified outcome

Configuration varies by account and system. These steps establish the minimum path Teambridge should validate before the connection is trusted in production.

  1. 1

    Authorize QuickBooks

    Connect the intended company through Intuit OAuth and capture its company identifier.

  2. 2

    Map customers and products

    Connect Teambridge client and service records to QuickBooks customers and items.

  3. 3

    Choose invoice rules

    Select the invoice template, optional class codes, and any implementation specific line rules.

  4. 4

    Validate one period

    Review a controlled pay period and the resulting QuickBooks invoices before launch.

Questions and answers

What teams ask about QuickBooks

What does the QuickBooks integration with Teambridge do?+

Export approved hours as invoices and sync customers and products for mapping. Turn approved Teambridge work into QuickBooks invoices while keeping customers, products, classes, and operational billing context mapped for review.

What data moves between QuickBooks and Teambridge?+

Teambridge to QuickBooks invoices. QuickBooks to Teambridge customers and products.

How do you set up the QuickBooks integration?+

Authorize the QuickBooks company through OAuth, map customers, products, and optional classes, then choose an invoice template.

Is the QuickBooks integration generally available?+

A customer administrator can start the connection without a Teambridge feature flag. The most important current boundary is: Invoice runs are manual.

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