QuickBooks JIRA Integration Guide (Worklog360)

Overview

The QuickBooks integration in Worklog360 allows you to:

• Connect your QuickBooks account

• Link Worklog360 clients to QuickBooks customers

• Sync finalized invoices directly to QuickBooks

• Track invoice status and payments inside Worklog360

This enables a fully connected billing workflow — from Jira worklogs → invoice → accounting.

1. Connect Your QuickBooks Account

Where to go

Settings → Integrations → QuickBooks

Steps

1. Navigate to Settings

2. Open Integrations

3. Click Connect to QuickBooks

4. Authenticate with your QuickBooks account

5. Grant required permissions

Result

Once connected:

• Your QuickBooks account is securely linked

• Worklog360 can fetch customers and push invoices

• !!!! THIS CONNECTION ONLY LAST 100 DAYs after this you would need to reconnect

2. Link Clients to QuickBooks Customers

Before syncing invoices, you must map your clients.

Where to go

Manage → Clients

Steps

1. Open Manage → Clients

2. Edit a client and scroll to Quickbooks

3. Link to QuickBooks Customer

4. Choose an existing QuickBooks customer from the dropdown

5. Save

Important Notes

• Only linked clients can have invoices synced

• One Worklog360 client = one QuickBooks customer

• This ensures invoices are created under the correct customer in QuickBooks

3. Finalize an Invoice

Only finalized invoices can be synced.

Steps

1. Create an invoice from a budget

2. Review:

   • Line items

   • Hours

   • Rates

   • Amounts

3. Click Finalize Invoice

What Finalization Does

• Locks the invoice data

• Prepares it for export/sync

• Ensures billing accuracy

4. Sync Invoice to QuickBooks

Where to go

Financials/Invoices → Open finalized/sent invoice

Steps

1. Open a finalized invoice

2. Click Sync with QB

3. Wait for confirmation

What Gets Synced

• Customer (linked QuickBooks customer)

• Invoice number

• Line items

• Hours (Qty)

• Rates

• Amounts

5. Track Invoice Status & Payments

Once synced, Worklog360 keeps visibility of QuickBooks data.

Where to go

Financials/Invoices → Worklog360

What You Can See

• QuickBooks Invoice Status (e.g. Draft, Sent, Paid)

• Paid amount

• Remaining balance

Why This Matters

• No need to switch between tools

• Finance + delivery teams stay aligned

• Real-time visibility on cash flow

6. Typical Workflow (End-to-End)

1. Track time in Jira (via Worklog360)

2. Assign worklogs to budgets

3. Generate invoice

4. Finalize invoice

5. Sync to QuickBooks

6. Track payment status in Worklog360

Best Practices

• ✅ Always link clients before invoicing

• ✅ Review invoice before finalizing

• ✅ Use consistent naming between systems

• ✅ Sync only finalized invoices

Troubleshooting

Invoice not syncing?

• Check if client is linked to QuickBooks

• Reconnect QuickBooks if needed

Missing customer?

• Confirm customer exists in QuickBooks

• Refresh connection

Summary

The QuickBooks integration transforms Worklog360 into a complete billing workflow:

• Accurate invoices from Jira worklogs

• One-click sync to accounting

• Real-time payment tracking