QuickBooks for Zoho People
What is QuickBooks integration for Zoho People?
The QuickBooks integration in Zoho People is designed to simplify the way organizations handle payroll, billing, and project cost tracking by bridging employee time data with financial records in QuickBooks. By syncing approved timesheets and bills from Zoho People directly into QuickBooks, businesses can streamline invoicing, time-based billing, and payroll processes.
How does the integration work?
- Time Log Sync for Payroll and Billing:
When employees log their work hours in Zoho People’s Timesheet module, those time entries—once approved—can be automatically pushed to QuickBooks. They can be sent either as Time Activity or Time Charge, depending on how they are recorded.
Client-Linked Time Logs: If the time log is associated with a client and the client’s currency in Zoho People matches the local currency set in QuickBooks (i.e., your organization's currency in QuickBooks), the entry is pushed as a Time Charge. This can be used for billing or payroll purposes.Unlinked or Currency-Mismatched Logs: If no client is associated, or if there’s a currency mismatch, the entry is pushed as a Time Activity. These are view-only in QuickBooks and require manual handling for payments.
Client-Linked Time Logs: If the time log is associated with a client and the client’s currency in Zoho People matches the local currency set in QuickBooks (i.e., your organization's currency in QuickBooks), the entry is pushed as a Time Charge. This can be used for billing or payroll purposes.Unlinked or Currency-Mismatched Logs: If no client is associated, or if there’s a currency mismatch, the entry is pushed as a Time Activity. These are view-only in QuickBooks and require manual handling for payments.
- Invoice Sync for Billing
Bills created in Zoho People (such as for services rendered or project-based work) can be sent directly to QuickBooks as Invoices. By default, these are created in the local currency. However, if you wish to invoice in a different currency, you can enable QuickBooks’ Multicurrency feature to support that flexibility.
NOTE
QuickBooks integration is available across all paid Zoho People plans.
QuickBooks integration is available across all paid Zoho People plans.
Setting up the QuickBooks Integration in Zoho People
Follow the steps below for setup:
- From your Zoho People home page, navigate to Settings > Marketplace > Third-party Integrations
- In the QuickBooks card, select Configure
- Proceed by clicking on the Connect to QuickBooks option
- Proceed by logging in to your QuickBooks account
- That's it! Now the QuickBooks integration is enabled.
You should now be able to push your time logs and bills to your QuickBooks online account.
ALERT
When setting up the QuickBooks integration in Zoho People, make sure you connect to the correct QuickBooks organization. All data transfers—such as time logs and invoices—will be sent only to the organization you select during the integration setup.
When setting up the QuickBooks integration in Zoho People, make sure you connect to the correct QuickBooks organization. All data transfers—such as time logs and invoices—will be sent only to the organization you select during the integration setup.
DISABLING THE INTEGRATION
To disable the integration, you can navigate to Settings > Marketplace > Third-party Integrations and select Revoke In the QuickBooks card.
To disable the integration, you can navigate to Settings > Marketplace > Third-party Integrations and select Revoke In the QuickBooks card.
Pushing Bills From Zoho People to QuickBooks | Generate Invoice
Once you have a bill generated in Zoho People, you can follow the steps given below to push the bill to QuickBooks and get invoice generated for the same.
Click here to learn more about generating bills through the Timesheet service of Zoho People.
Click here to learn more about generating bills through the Timesheet service of Zoho People.
Follow the steps below to push bills to QuickBooks:
- Navigate to Operations > Timesheet > Bills and Invoices
- Click on the Push to QuickBooks icon for the corresponding bill.
The bill now gets pushed as an invoice to QuickBooks.
NOTE
➥ Once the bill is pushed you cannot push the same bill again.
➥ Once the bill is pushed you cannot push the same bill again.
➥ If the bill is edited, the invoice in QuickBooks will also be edited.
➥ The currency that will be used in the invoice will be the local currency unless you enable the option called "Multicurrency" in QuickBooks.
Pushing Time Logs to QuickBooks
Once you have the timesheet generated and approved, you can push the approved time logs of the timesheets into QuickBooks.
Click the corresponding links below to learn about:
Timesheet Creation
Timesheet Approval
Click the corresponding links below to learn about:
Timesheet Creation
Timesheet Approval
Follow the steps below to push time logs from Zoho People to QuickBooks:
- From your Zoho People home page, navigate to Timesheet > My Data (or Team) > Timesheets
- Select the corresponding timesheet that needs to be pushed for bill generation.
- Click on the Push to Quickbooks online button.
NOTE
➥ To allow approved timesheet time logs to be pushed from Zoho People to QuickBooks, the following setting must be enabled in your QuickBooks account:
Go to: Account and Settings > Time > Show service field and make sure it is turned on.
➥The Timelogs in approved timesheet can be pushed to QuickBooks as Time charge / Time Activity.
➥ The time logs that are created for Clients are pushed as Time Charge in the local currency. The currency defined when the Client was created on Zoho People should be the same as the local currency in QuickBooks (Local currency refers to the currency of the organization as created in QuickBooks). If not, then the time logs will be pushed only as Time Activity.
➥ The time logs that are created without being associated with any Clients will be pushed as Time Activity. Payment for Time Activity should be carried out only in QuickBooks.
➥ Time logs can be pushed into QuickBooks only if time activity in QuickBooks is enabled.
Only approved time logs can be pushed to QuickBooks. You can generate this list using the Timesheet Reports in Zoho People, which help you identify which approved time logs are ready to be synced.
- The Billing Report provides a summary of all generated bills, which can be pushed to QuickBooks for invoice creation.
- The Integration Report allows you to specifically filter and view approved time logs that are eligible to be pushed as Time Activity to QuickBooks.
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