Export to Quickbooks Online

PCRecruiter now allows users to export Placements to Quickbooks Online. 

Please note that this feature is currently only available for placement records, not timesheets.

Activating Quickbooks Online Export

A user with Full Admin Security must first enable this feature for your database.

  1. Select System from the main toolbar
  2. Scroll down to Database Setup
  3. Choose Oauth Connection Settings
  4. Click Connect to QuickBooks
  5. Enter your Quickbooks credentials into the Quickbooks login screen
  6. Choose Sign in

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.

  1. Open the placement record
  2. Choose Quickbooks from the bottom
  3. Click Send to Quickbooks from the window that appears
  4. A confirmation will appear once the transfer is complete with the invoice number