Integrations

  • QuickBooks Online - How the integration works

    The Client Hub integration with QuickBooks Online is designed to streamline the process of resolving uncategorized expense & deposit transactions in QuickBooks Online. Client Hub Admin users can connect a Client Hub workspace to a QuickBooks Online company account and specify the accounts th...

  • QuickBooks Online - How to set up the integration

    Setting up the Client Hub integration with QuickBooks Online only takes a few minutes. We suggest that you make sure you are logged out of QuickBooks Online in your browser before proceeding with the setup. Note: You must be a Client Hub Admin user and have access rights to the client's QuickBook...

  • QuickBooks Online Integration Workflow*

    When you add a new transaction in QuickBooks and posted to one of your mapped accounts it will create a transaction in the QuickBooks Items card located at the top of the Client Task Panel. Your client will respond to the task by selecting an account and class (if enabled) or adding a comment in...

  • How to Trigger a Client Task from QuickBooks (Uncategorized Transactions)

    Client Tasks for Uncategorized expenses are auto triggered for new QuickBooks Online transactions when you follow these instructions: Create a new Expense or Check transaction in QuickBooks Online (integration does not currently support transaction type Bill or Journal Entry) In the Category fie...

  • FAQ's -QuickBooks Online Integration*

    A: How do I enable the QuickBooks Online Integration? A: Click here for instructions. Q: When I set up the integration with QuickBooks Online can I select any expense account to monitor? A: Yes, you can select any account(s). Tip: Create dedicated accounts for triggering Client Task "Push to C...

  • QuickBooks Online Audit Log - How to set up integration to track changes from Client Hub

    The Audit Log in QuickBooks Online keep track of who, when and what changes were made to transactions. In Client Hub, activity related to Client Tasks is recorded as System Bot message (these can be displayed in the Conversations panel from the ellipsis). As an accounting professional, it's ofte...

  • QuickBooks Online transactions and Updates not Syncing

    There are several reasons why your transactions don't show up in Client Hub as Client Tasks, below is a list of common causes: Key point: The integration only picks up new transactions that are created after the connection is established between Client Hub and QuickBooks. Please test a new tran...

  • Troubleshooting Sync from Xero to Client Hub

    Sync transactions in from Xero After you have set up the Xero connection, you can use the "..." menu at the top of the Client Tasks panel to see the "Sync transactions ..." action that will immediately sync any Spend Money transactions that are against your target account to come in to Client Hub...

  • How to set up the Client Hub integration with Xero*

    Setting up the Client Hub integration with Xero only takes a few minutes. Note: You must be a Client Hub Admin user and have access rights to the client's Xero company. From the left navigation Menu, click on Setup & Settings In the Advanced section click on Xero Integration Select a client ...

  • Class Tracking - QuickBooks Online Integration

    Class Tracking is a sub-feature of the Client Hub Uncategorized Expense feature. About Class Tracking in Client Hub Class selection is not required for the client user to submit their response to the Client Task. If a Class was already added to the transaction in QuickBooks it will be displayed...

  • Anchor (beta)

    We are excited to introduce an integration with Anchor, a leading proposal and payments solution. This integration allows you to streamline your workflow by connecting Client Hub to Anchor, making it easier to manage client relationships, track services, and automate Job creation upon proposal ap...

  • How to import your client list using Zapier

    Zapier is a no-code platform that allows users to create custom integrations between apps. You can use this integration to import your client list from other apps such as QuickBooks Online, Ignition, Google Sheets, etc... Click here to check out our tutorial video

  • How to pull in existing QuickBooks transactions during the set up process

    When you set up the QuickBooks integration, by default we only pull in future transactions.  You can select to pull in transactions from the last 90 days by following the instructions below: Go to Clients & Workspaces At the top of the Client Task panel click the actions icon (...) Select th...

  • QuickBooks Online - How to update lists in Client Hub (accounts, classes and vendors)

    When you add new accounts, classes, or vendors in QuickBooks, you need to refresh the connection in Client Hub. Go to the QuickBooks Items list in the Client Task panel Click the Refresh Items link on the upper right-hand corner