![]() Before getting time entries from QuickBooks Desktop, set up bill and cost rates for your synced employees in CORE.It is better to transfer transactions for active projects only when getting historical data from QuickBooks Desktop.If you are an existing QuickBooks Desktop user and a new CORE user, it is recommended that you delete the default Chart of Accounts and payment terms in CORE, and instead transfer these lists from QuickBooks.Even though you can enter your data in either application, we have some recommendations for integrating your QuickBooks Desktop and CORE data. One of the biggest benefit s of the CORE -QuickBooks Desktop integration is giving you the choice to either use QuickBooks Desktop or CORE for data entry and have integration do the rest so that there is no need t o enter data twice. Best Practices for CORE-QuickBooks Desktop Integration It is recommended that you upgrade to the latest QuickBooks 2022 version (64-bit) for better performance. The o lder versions of QuickBooks Desktop are 32-bit and are thus slow, making your daily tasks, such as running reports, much slower over time. Note: The CORE-QuickBooks Desktop integration utility supports QuickBooks 2022 (64-bit version). Contact your Sales Account Manager or Rep for the link to download this utility. Our integration utility allows syncing the data bidirectionally, which means you can send data to as well as get data from QuickBooks Desktop. ![]() You must be a CORE user with appropriate security permissions to perform data synchronization between the two programs. Click here to watch this video on integrating CORE with QuickBooks Desktop.ĬORE-QuickBooks Desktop integration supports all editions of QuickBooks Desktop 2015 or above. You can use CORE for its superior time tracking, robust project management, and billing functions within CORE without the need for double entry. ![]() Although CORE is a full-featured business management and accounting platform, integration between CORE and Q uickBooks Desktop enables you to continue using QuickBooks for the day-to-day accounting tasks. Note: Help content (except videos) has been updated to reflect the UI/UX changes in CORE.ĭata integration between CORE and QuickBooks Desktop® (by Intuit) can make your time billing, accounting, and financial management tasks easier. ![]()
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