Manually transferring crucial job cost and payroll data between systems can be time-consuming and lead to errors in your data. Raken's integration with QuickBooks Desktop allows teams to fully automate the data transfer process so that your most critical information is no longer siloed and is free of any errors in all systems. This allows the field team to capture time cards on the job with the confidence of knowing they are using data that is in sync with your ERP and will be easily pushed back to QuickBooks Desktop when it's time to process payroll.
Overview
Raken's integration with QuickBooks Desktop is designed to relieve the manual process of exporting data from QuickBooks and importing or manually entering it Raken. Once integrated, your Members, Projects, Pay Types and Company Cost Codes in Raken will be kept in sync with your QuickBooks Desktop database. Every 30 minutes Raken and QuickBooks Desktop sync with one another to ensure your data is accurate and up to date. This eliminates the pain and the worry that usually is associated with managing your resource lists in both systems. When it's time to process payroll, you can easily push your Time Cards from Raken to QuickBooks Desktop.
Integration Mapping
Steps To Integrate
A Raken Customer Success Manager that specializes in integrations will guide you and your team through the integration process. Outlined below are the steps that will occur during your teams personalized integration process.
Preparation - A Raken integration specialist will assist your organization in preparing your QuickBooks Desktop account and Raken account for the integration. Additionally the Raken integration specialist will assist your organization in gathering all the necessary information for a successful integration.
Onboarding - A Raken integration specialist will guide your organization through the steps that will allow data from QuickBooks Desktop to sync directly with Raken.
Implementation - A Raken integration specialist will assist your organization in ensuring all desired data is in Raken and that all relevant team members are trained on how to operate Raken using the integration in the long term.
Integration Requirements
Raken: Please verify that you have a Performance or Enterprise plan. If you need to upgrade your Raken account, feel free to contact us! If you'd like to get connected, please contact us and let us know you're interested in the QuickBooks Desktop integration. We will reach out to you once we confirm your eligibility and to discuss the onboarding process.
QuickBooks Desktop: Please verify that you have an active QuickBooks Desktop account with the characteristics found below:
An administrator account that has access to all areas in QuickBooks.
The most up to date version of the QuickBooks Web Connector Installed.
Time tracking is enabled.
Related Articles
More Questions?
Feel free to email us or call us at +1 866-438-0646.
We're always glad to answer your questions!