Plannit's integration with your QuickBooks online system allows you to transfer invoices and payments made in Plannit to QuickBooks in real time, eliminating the need to manipulate information and saving time.
Once connected and installed, you'll be able to centralize all invoice creation and sending in Plannit, as well as payment capture, so you'll have just one place to manage your information in Plannit. In real time, invoices will be created in QuickBooks, and payments applied to invoices.
⚠️ Important to understand
It's important to understand that communications between QuickBooks and Plannit are unidirectional! Invoices and payment transactions are sent to QuickBooks, but the reverse is not possible.
Plannit ➡️ QuickBooks ✅
QuickBooks ➡️ Plannit ❌
❗ You'll need to manage all your quotes, invoices, payments and customer communications in Plannit, which will then send the accounting information to your QuickBooks account to create your financial statements.
ℹ️ The transfer takes place in QuickBooks when an invoice is created (with a number) or a payment/refund is applied to an invoice.
ℹ️ Note, however, that it is possible to import your Contacts and Products & Services from QuickBooks into Plannit when setting up the integration.
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