Questions
- How can I customize the Invoices or add terms, logos etc.?
- How do I set up my QuickBooks connection?
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How can I customize the Invoices or add terms, logos etc.?
The invoicing section is not meant to be a fully featured Invoicing application; it is instead intended to help you integrate with your existing invoicing process and dedicated invoicing systems such as Freshbooks or Harvest. You can easily export your invoice to these systems.
To design your invoice, add logos, client details and terms etc, try giving Freshbooks or Harvest a go and exporting the invoices from TeamworkPM to them. You will be able to do all of the above and much more.
Freshbooks: http://tinyurl.com/twpmlovesfreshbook
Harvest: http://tinyurl.com/twpmlovesharvest -
How do I set up my QuickBooks connection?
1. Choose an invoice and click the Export invoice link at the bottom of the page.
2. A lightbox appears asking you to choose an export option. Choose Quickbooks and click the export button.
3. Another lightbox appears asking for your connection key. To get your connection key click the "Set up connection" link on the top right.
4. This brings up another window asking you for your QuickBooks login details. If you are currently logged in this step will not apply.
5. Click "Continue".
6. Enter a connection name or leave it as the default "Project Management". Click "Continue".
7. Click the no option for login security.
8. This will bring up another window confirming your choice of login security. Click "I still want to turn login security off" to confirm. Then click "Create Connection".
9. This page will contain your connection page. Copy the connection key to you clipboard (The "copy to clipboard" link doesn't work consistently so do a manual copy of the key).
10. Now you can click continue and close the window.
11. Go back to your teamworkpm window and paste your connection key into the field. Click "Authenticate".
12. A loader should appear once your key has been authenticated and then a list of companies associated with your QuickBooks account should be loaded in.
13. Choose a company and click Export to QuickBooks.
14. You're done! When you go to export another invoice the list of companies should appear immediately.
