QuickBooks Integration

SMMware lets you copy information over to QuickBooks to avoid manually entering it in both places, integrating with both QuickBooks Online and with QuickBooks Desktop.

The most common use is to copy over hours, expenses, and invoices. These operations typically copy over new clients, vendors, and associates as prerequisites, but you can explicitly copy them over as well if desired.

SMMware gives you control over when copying happens so that you aren’t surprised to find items copied over unintentionally.

An overview of working with QuickBooks Online

You can read about the integration below and you can also view our YouTube video embedded farther down.

Setup is easy, from establishing the connection between SMMware and QuickBooks Online to importing your QBO clients, vendors and employees into SMMware.

An overview of working with QuickBooks Desktop

The framework provided by QuickBooks for the Desktop version is a little different than the Online version, it is a two step process.

First, in SMMware, you add the hours, expenses, etc to a queue. Then, from within QuickBooks Desktop, you tell it to fetch the items from the SMMware queue.

This approach keeps your desktop machine which is running QuickBooks Desktop, behind a firewall.

You can copy over the same records as with QuickBooks Online, such as hours, expenses, and invoices, and you still have the same level of control for when the copying is done as with QuickBooks Online.

Below is our YouTube video on working with our QuickBooks Desktop integration.