The QuickBooks Online (QBO) integration provides a seamless way to manage your billing and financial reporting. By connecting your accounts, you can export invoices directly from ShiftCare to QuickBooks, keeping your data synchronised.
This guide includes:
Important: Our QBO integration only supports invoices in AU/UK - you are unable to export timesheets currently
Connecting ShiftCare to QuickBooks Online (QBO)
To start exporting invoices, you must first link your ShiftCare account with QuickBooks Online
Navigate to Integrations > Browse from the sidebar menu.
Locate QuickBooks in the list and click 'Enable'.
Once the page refreshes, QuickBooks Online will be displayed under the Integrations menu.
Click 'Connect QuickBooks Online' and follow the on-screen prompts to log in and authorise the connection.
Exporting Invoices to QBO
Read this article to learn how to generate invoices that you can export to QuickBooks.
Go to the QuickBooks Online tab under the Integrations section in the sidebar menu.
In the Feature Discovery section, click 'Export Invoices'.
You will reach a page where you can select the details for your Invoice Export.
Client: Here, you can choose to export invoices for a specific client or all clients in your account.
Status: You can choose to export invoices based on their status (Paid, Unpaid/Overdue, Overdue) or all invoices regardless of status.
Client Type: Here, you can choose among your predetermined client types.
Invoice Date Criteria: Here, you can choose between 'Issued at' or 'Due at'.
Date: Select the start and end dates for the pay period you want to export.
GST: Select the tax code that should apply to items marked as taxable in ShiftCare. Please make sure the selected code matches the tax code configured in your account.*
Exempt: Select the tax code that should apply to items that are tax-free or non-taxable. Please make sure the selected tax code has a 0% rate.
Invoice Summary: Once the required fields are filled out, you will receive a summary report of the invoices to be exported.
Export Invoices: Once ready, click here to perform the export. You can also choose to invoice the billing contact by ticking the box beside this button.
Note: You can click the arrow button next to the client's name to view more details about their invoice.
After clicking 'Export Invoices', you will be notified that exporting is in progress. You can continue using other parts of ShiftCare while the export runs in the background. To check on the progress, simply return later or refresh the page for the latest update.
Once completed, a summary of the export results will be displayed. If any records were skipped or failed to export, click 'View Report' to see the reasons.
Here is an example of the export report:
*Your account's tax code can be configured in Account > Invoice Settings. Read this guide to learn more.
For further assistance with Exporting Invoices to QuickBooks Online (QBO) (AU and UK), please contact our Support team using online chat when you're logged into ShiftCare or email our Support team at support@shiftcare.com.