QuickBooks Integration Resources

Forecasts integration with QuickBooks allows for additional financial monitoring and accessibility. With the integration in place, users will be able to export invoices, import purchase orders, and more. 

Quickbooks<> Forecast Overview

This article includes:

• Data Flow between Forecast and QuickBooks
• Installation and Configuration
• Using the Integration

Data Flow between Forecast and QuickBooks

The QuickBooks integration works by importing customers from QuickBooks to Forecast and exporting Invoices from Forecast to QuickBooks. After an invoice has been exported to QuickBooks, any payments made to the invoice in QuickBooks will be synchronized back to Forecast and will automatically appear on a project's budget page as the paid amount.

Installation and Configuration

The below articles are dedicated to providing a step-by-step guide on how to set up the integration and how to link/import your customers from Quickbooks to Forecast.

• Setting up the QuickBooks for Forecast Integration
• Linking Clients between QuickBooks and Forecast

Using the Integration

The below article goes into detail as to how to invoice in Forecast and export that invoice to Quickbooks.

• Using QuickBooks integration for invoicing