Note: When you integrate with QuickBooks from Zoho People, you will have to ensure that you select the right organization with which you want to connect with Zoho People. QuickBooks is now configured successfully with Zoho People and you will be able to push your Time logs and Bills to your QuickBooks online account. Click on the Connect to QuickBooks button to complete authorizationīy doing so, you will be redirected to QuickBooks Online Sign-in page.Įnter your QuickBooks credentials to proceed with the integration.From your Zoho People home page, go to Settings > Integration > Others > QuickBooks.Given below are the steps to integrate QuickBooks with Zoho People. QuickBooks is available for integration with all Zoho People paid plans. However, if you would like to push the bill in some other currency, then you can enable the option called "Multicurrency" in QuickBooks. The currency that will be used in the bill will be the local currency (Local currency refers to the currency of the organization as created in QuickBooks). The bills that have been generated in your Zoho People account can be pushed as Invoice into QuickBooks. Payment for Time Activity should be carried out only in QuickBooks.Ģ. The time logs that are created without being associated with any Clients will be pushed as Time Activity.If not, then the time logs will be pushed only as Time Activity. 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). The time logs that are created for Clients are pushed as Time Charge in the local currency.Employees can be paid out based on the approved timelogs using this integration. Time logs from approved timesheets will be pushed as Time Activity or as Time Charge. This integration with QuickBooks allows the following to be done.ġ. Using Timesheet, you can also get an understanding of the Project costs and budgets.Īpart from this, Timesheet is also integrated with QuickBooks. When a user logs off explicitly from the Company File, as shown in the figure below, or when the login period expires (as defined in the Company Preference by the admin), the user will be required to provide their username and password again to login to the Company File.įor more details on protecting your computer, go to time for jobs done can go a long way in measuring productivity of employees. When this option is enabled, a user can close or exit QuickBooks and still be able open the Company File, without having to enter their username and password, as shown in the figure below. However, the Admin can select from a variety of settings – 1, 7, 30, 60 or 90 days. The Admin can change this preference to “Keep user logged for: ,” so that users can remain logged for an extended period. The Company Preference is accessible through a new menu item: Company > Set Up Users and Passwords > Manage Login Settings. The Admin can enable this option selecting a Company Preference, as shown in the figure below. The images below illustrate the end user and Admin product experiences: The Admin can choose how long a user can remain logged in, with a maximum of 90 days (default is 2 days). The Company File’s Admin/Owner has to enable this feature for all users by setting a Company Preference, as shown in the image below. This option will not be available by default in a Company File. Note: This option will only apply to Client Company Files where Credit Card Protection is not enabled. Users selecting this new option must safeguard their computers and Windows accounts, in order to ensure that their Company Files are protected. After these changes go into effect, customers will have to enter their username and password again only if they have explicitly logged off from the Company File, or when the extended login period has expired. Instead, customers only have to login with their username and password once every few days, and can open the Company File or switch to another Company File without having to enter a username and password, as long as they are using the same Windows user account. We have now introduced a new option with which customers are no longer required to login every time they open a Company File. This protects the data in the Company File when it is inside and outside your computer. As part of this effort, Intuit implemented updates to QuickBooks Desktop software that require all users who have credit card data, or Personally Identifiable Information (PII), to set up a complex password for all users. Over the last several months, Intuit® reinforced existing security features to protect your QuickBooks® Desktop customers’ sensitive information.
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