QuickBooks Integration

InGauge

Does anyone have a process/method/workflow that allows

• Freelancers/vendors to enter time against projects/task within Smartsheet
• Link to an invoice function that has prepopulated cost fields as well as relevant math formulas
• Review/approve the above
• Integrate the invoice into QuickBooks to handle the transactions

Insights appreciated. :)

Andrée Starå

Hi @InGauge

I hope you're well and safe!

We could probably structure most of it with a combination of Smartsheet and a service like Zapier.

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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