The Autotask QuickBooks Online Integration

Overview

The integration of Autotask and QuickBooks Online consists of three separate apps that were developed by Autotask on the AppConnect platform hosted by Intuit:

  • The Invoice Transfer app
  • The Expense Transfer app
  • The Purchase Order Transfer app

The apps are installed separately, function independently of each other, and you cannot access one from the other. You can run one or all. Please contact your Autotask Account Manager to discuss which apps are right for your local organization.

Supported versions

We currently support QuickBooks Online Plus and QuickBooks Online Advanced.

Supported languages

The Autotask QuickBooks Online Integration works only with English-language versions of Autotask and English QuickBooks Online.

QuickBooks Online versus QuickBooks Desktop integration

The QuickBooks Online integration does not offer all the features of the standard Autotask to QuickBooks desktop extension. If you are moving from QuickBooks Desktop to QuickBooks Online, keep in mind that this will also impact your integration with Autotask.

For a more detailed comparison, refer to QuickBooks Desktop vs QuickBooks Online Integration.

Integration App Features

To get started, refer to START HERE: Before you configure a QuickBooks Online Integration app.