Connecting WorkPal to QuickBooks: A Quick Guide

Getting WorkPal and QuickBooks talking is straightforward and will really help with your invoicing. Here's how to set it up:

1- In WorkPal, go to WP logo (top right corner of screen) > Preferences > Quotes/Invoices.

2- Select QuickBooks as your Accountancy Package.

3- Enter your QuickBooks ID (find this in QuickBooks under Settings > Subscriptions and Billing).

4- Click 'Connect to QuickBooks' and sign in with your QuickBooks account when prompted.

5- Back in WorkPal, click 'Get VAT Rates' to pull your rates from QuickBooks.

6- Choose a Default VAT Rate for new clients.

7- Click 'Update' (top right) to save everything.

8- Finally, open any WorkPal invoice and click the 'QuickBooks Export' button to send it over.

And that's it! You're all connected! If you hit any snags, just give us a shout.

Understanding what gets sent from WorkPal to QuickBooks

Example Invoice from WorkPal:

image.png

Exported Invoice on Quickbooks:

image.png

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Understanding Terminology: WorkPal vs. QuickBooks

To help you navigate between WorkPal and QuickBooks seamlessly, here's a helpful breakdown of how key terms align between the two platforms. We've matched up the common labels so you know exactly where your information is being transferred.

 

WorkPal Invoice

                              Quickbooks Invoice

Client 

Customer (Will be created on Quickbooks if not found - Client and Customer Name must match)

 

Client Address                       

Billing Address (Customer Billing Address)

Site Address

Shipping Address (If Filled)

 

Invoice Term (Days)

Terms - Come from Preferences -> Quotes/Invoices - "Quickbooks Sales Term Ref"

 

Invoice Date

Invoice Date