How to Integrate Intervals with QuickBooks?

Managing projects manually has been a thing of the past with the introduction of project management applications. Intervals is a robust project management and time tracking application developed by Pelago specifically for small and medium-sized businesses. The application enables organizational teams to quickly identify tasks, track overall progress, and capture billable employee hours. Some of Intervals’ key features include:

• Time Tracking: Accurately track billable hours through timers, weekly timesheets, and mobile tracking, ensuring no time goes unaccounted for.
• Task Management: Organize projects into manageable tasks, set clear priorities, and monitor progress with customizable workflows and task histories.
• Project Management: Stay on top of project timelines with Gantt charts, set key milestones, and leverage visual dashboards for streamlined project oversight.
• Reporting: Access comprehensive reports on time, tasks, and project performance to drive informed decision-making and business strategies.
• Client Management: Manage client relationships effortlessly with easy-to-use CRM features, contact tracking, and customizable client dashboards.
• Invoicing and Accounting: Keep track of expenses, compare budget estimates with actual costs, and efficiently manage client invoicing and payments.
• Collaboration Tools: Enhance team collaboration with document sharing, reusable project templates, and seamless communication tools within the platform.

Additionally, Intervals integrates with several popular third-party applications, including QuickBooks. The upcoming sections of this blog will cover the benefits of integrating Intervals with QuickBooks and the steps to achieve it.

Advantages of Integrating Intervals with QuickBooks

Manually integrating Intervals with QuickBooks, while lacking automatic data transfer, brings several valuable advantages:

• Enhanced Accuracy: Manual integration gives you the opportunity to thoroughly review and verify your data before transfer, minimizing the chances of errors that can sometimes arise with automated syncing.
• Greater Control: You retain full control over the data being transferred and the timing of each update, allowing for more precise management of your accounting workflows.
• In-depth Reporting: By merging time tracking and project management data from Intervals with QuickBooks’ financial information, you can create more detailed reports, offering better insights into project costs and profitability.
• Efficient Invoicing: Even with manual transfers, syncing invoices from Intervals to QuickBooks streamlines your billing process, ensuring that all billable hours and expenses are captured accurately for invoicing.
• Consistent Financial Records: Regular manual updates help ensure consistency and accuracy in your financial records, which is vital for both audits and long-term financial planning.

How to Integrate Intervals with QuickBooks?

The following steps highlight the steps to integrate Intervals with QuickBooks Desktop.

Export Timer Lists from QuickBooks (required for properly importing data to QuickBooks)

1. Open QuickBooks and go to File > Utilities > Export > Timer Lists.
2. Save the IIF file and open it in Excel or a text editor.
3. Find the COMPANYCREATETIME value at the end of the line.
4. Copy and paste the COMPANYCREATETIME value into the “Company Create Time” field in Intervals, then click Update.

Import Time Data into QuickBooks:

1. Open QuickBooks and go to File -> Utilities -> Import -> Timer Activities.
2. Find and select the saved IIF file from Intervals.
3. If prompted with a version warning, click OK to proceed.
4. A pop-up window opens up to show the results of the import process. You can verify the data import by clicking on View Report.

And with that final step, you have successfully imported your Intervals data into QuickBooks.

Optimize Your Intervals and QuickBooks Integration with Apps4Rent

Integrating Intervals with QuickBooks is a key step in eliminating redundancies and ensuring smoother business operations. While the integration process can be complex and requires attention to detail, Apps4Rent is here to guide you through it. Our team of experts can assist in setting up and managing the manual integration, ensuring seamless communication between the two platforms.

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