QuickBooks Desktop - Propio Workforce

QuickBooks integration is available for Professional & Enterprise platforms, which allows imports for invoicing and billables to QuickBooks. To request this feature, contact Support@LSPWare.com.

Integration Prerequisites

Each of the following criteria must be an exact match between WFOS and QB:

WFOS Location	WFOS Description	QB Description
Client database profile	QuickBooks Name	Client record (Customer Name)
Interpreter database profile	Interpreter’s first & last name concatenated	Vendor record (Vendor Name)
Maintain Activity / Rates	QB Invoice Item QB Bill Item	Line-item product/service category
Maintain Activity / Rates Optional	QB Invoice Class QB Bill Class	NOTE: QuickBooks Class is not supported with QB Desktop

NOTE:

The Class fields are optional. If you do not use classes in QuickBooks, you may leave those fields blank. Do not confuse Item with Account. The QuickBooks Invoice Item links to an income account and the Bill Item links to an expense account. What accounts you use are up to you. Since the Class is not a specific account, you can use the same class for both Invoice and Bill class.

Integration Setup

1. Open QuickBooks from the single machine with Admin access to QuickBooks.

2. Install the Intuit Web Connector application.

3. Install the QWC file, provided by Propio WFOS.

4. Enter a password of your choice for the AtriumQQBWebConnector.

NOTE:

It is recommended that your QuickBooks or IT Administrator assist with all downloads.

The Customer will be required to run QuickBooks Web Connector (QWC) on any single machine that has Admin access to QuickBooks; preferably (not required) the server hosting QuickBooks.

QuickBooks Web Connector (QWC)

The QuickBooks Web Connector uses the QWC file, provided by the Propio WFOS Implementation Team, to identify if WFOS transactions are in queue waiting to be transferred to QuickBooks. The QWC comes with QuickBooks, but it is recommended that you check with your QuickBooks admin to confirm you have the latest version. This application runs in the background, and you can configure how frequently you want it to contact the WFOS Scheduling platform to check for transactions to be transferred.

QB Error Report

The QB Error Report can be utilized to troubleshoot failed transactions, which are typically caused by mismatched naming formats (mentioned in the prerequisites).

Support

Contact Support@LSPWare.com for questions regarding your QuickBooks integration or transaction process. Refer to the Financial Training documentation for more information on processing invoices or payroll.

Please contact your QuickBooks support team for matters related directly to QuickBooks functionality.

WFOS Client Profile

WFOS QuickBooks Name must match QuickBooks Company Name