PCRecruiter now allows users to export Placements to Quickbooks Online. This feature is currently not available for Contractor Timesheets.
Activating Quickbooks Online Export #
A user with Full Admin Security must first enable this feature for your database.
- Select Settings from the Main Menu
- Scroll down to Database Setup
- Choose Oauth Connection Settings
- Click Connect to QuickBooks
- Enter your Quickbooks credentials into the Quickbooks login screen
- Choose Sign in
Once the feature is enabled there is also some configuration that must be done in Quickbooks
Add Uncategorized Income as a New Income #
- Hover over Accounting on the toolbar on the left
- Choose Chart of Accounts
- Search the list to see if Uncategorized Income already exists
- If it does not click New
- Choose Income for Account Type
- Enter Uncategorized Income for Name
- Choose Service/Fee Income for Detail Type
- Save and Close
Add Permanent as a New Income #
- Check the same Chart of Accounts to see if Permanent already exists
- If it does not, click New
- Choose Income for Account Type
- Enter Permanent for Name
- Choose Service/Fee Income for Detail Type
- Save and Close
Verify the Details #
For the Placement data to transfer between PCR and Quickbooks the Company in PCR must match the Customer in Quickbooks. If it does not match add/edit the information in the Customers tab (sales).
Using Quickbooks Online Export #
Now that the feature has been enabled you are able to export your placement data to Quickbooks Online. Prior to completing the following steps, a placement must be made; you can find directions here.
- Open the placement record
- Choose Quickbooks from the row of buttons at the bottom.
- Click Send to Quickbooks at the bottom of the QuickBooks Invoice the window that appears.
- A confirmation will appear once the transfer is complete with the invoice number