Task Management Software for QuickBooks Users
If you use QuickBooks to do your accounting, integrating Uku into your workflow takes just a few clicks. Use QuickBooks integration to do your accounting and Uku your workflows to get the best of both worlds.
After connecting Uku to QuickBooks, you'll be able to:
Import your clients, products and tax rates from QuickBooks to Uku
Make use of an extensive list of Uku features:
Workflow and task management
Time tracking
Reports
Monitoring
Billing
Generate invoices in Uku based on the amount of work you have done for your clients and export the invoices to QuickBooks.
Setting up the connection
Open Settings & Apps
Open QuickBooks integration
Activate the app.
If you haven't activated the billing app yet, you'll be asked if you want to do it now. It is strongly advised you do this because then Uku will not only import clients from QuickBooks but also the classificators and products needed for billing and set everything up to create invoices for your clients.
Open the 'Import' tab
Click 'Connect to QuickBooks’'. This opens the QuickBooks login page. Please login with your QuickBooks credentials
If you have several organizations, you will have to choose which one you want to integrate with the Uku account you are currently operating with—choose the one you invoice your customers from.
After Uku has been allowed access to QuickBooks, Uku fetches your clients from QuickBooks and presents you with the list. You can decide which clients you want to import to Uku. Click 'Confirm' to import the selected clients.
After a successful import, a pop-up with the import summary is displayed. Click 'View clients' to view the results of the last import.
Products and services as well as their tax rates - These are found in Apps & Settings billing app tab 'Product'
Updating data
Note: The client sync between Uku and QuickBooks will go one way, from QuickBooks to Uku.
If you've added new clients in QuickBooks or updated existing ones, you can also update your client base in Uku.
Open QuickBooks app tab 'Import' and click "Start import".
Uku fetches your clients from QuickBooks and presents you with a list of new and existing clients. You can decide which clients you want to add to Uku or update in Uku. Click 'Confirm' to import the selected clients.
After a successful import, a pop-up with the import summary is displayed. Click 'View clients' to view the results of the last import.
Send Invoices To QuickBooks
In Uku, you can set up automated billing (Read how to set up automated billing) or create single invoices manually.
To set up sending the invoices to QuickBooks, navigate to Uku Settings & Apps. On the Billing app Setup tab, choose QuickBooks as your accounting service.
Once invoices are created in Uku, navigate to the Billing menu, All Invoices tab. Select the invoices you want to send and choose Export to send them to QuickBooks.
You can also tell Uku to check your invoices daily and update their status in Uku. Uku will keep a tab on your exported invoices and flag them as paid in Uku. If an invoice is paid only partially, Uku will show it as unpaid. You can also manually update invoice statuses based on QuickBooks status by again selecting the invoices you want to update.