Meet our new Hive x QuickBooks integration - a first-of-its-kind integration that seamlessly connects your Timesheets and Time tracking progress in Hive with Quickbooks.

Designed to simplify your project management and accounting processes, our first-of-its-kind Invoicing integration allows teams to create invoices in QuickBooks directly from Hive.

Here's a look at all of the things you can do with the Hive x QuickBooks integration:

Note: Your QuickBooks admin will have to establish the original connection between Hive and QBO.

First, make sure QuickBooks is enabled from your Hive App Library. You can also click on the "Pin" button on the right hand side to add QuickBooks to your quick-access panel.

Once you've enabled QuickBooks, you'll need to sign into your account via the Intuit authenticator. After your account is linked, you'll see a screen with all of your existing Customers listed in QuickBooks. You'll also be able to "Create Customer."

To Create a customer in Hive that transfers over to QuickBooks, click "Create Customer." From there, you'll see this pop-up:

Once you've added all of your customer details, the relevant fields will be automatically sent over to QuickBooks. To access this information in QuickBooks, navigate to Customers & leads in your QBO portal.

You can also navigate to individual customer pages in QuickBooks from Hive by clicking into each customer from the QuickBooks app. Once you click on the customer name in Hive, you'll see the following:

A few important notes here:

Let's dig into each of the different invoice inputs you can choose from.

When you select time-tracking as the invoice input, you'll be able to select the projects to pull time-tracking data from, as well as the way you want invoice lines to be grouped. They can either be grouped by Role or Category.

Role - These are "Roles" assigned in your time-tracking/timesheets portion of Hive.

Category - These are the categories that are assigned to time tracked in Hive. More information on adding categories can be found here.

When you select timesheets as the source of your data, you'll be able to select the projects you'd want to pull from, as well as the Roles you want to include.

Role - These are "Roles" assigned in your time-tracking/timesheets portion of Hive.

Click "Preview Invoice" to see a preview of the invoice based on the parameters you'd selected.

If you're looking to invoice based on Actions Completed, you'll need to select the projects to pull from, as well as the Billable Custom Field.

Note: The dropdown will show only custom fields that are Number custom fields.

If you want to create a manual invoice, just click the "Manual Invoice" button to the right of the "Automatic Invoicing" toggle. From there, you can manually create a one-off invoice and send it to QuickBooks.

Once you've chosen the inputs you'd like to invoice from, click "Preview Invoice" to see a preview of the invoice based on the parameters you'd selected. Then, press save and open in QuickBooks, in the upper right corner.

You will also be able to see any previous invoices sent from Hive to QuickBooks by clicking on the "Previous Invoices" caret in the bottom of the screen. It will pull up an easy-to-view log of all updates and invoices sent.

Once you've sent information over to QuickBooks from your Hive instance, you'll see a real-time view of your company's data. From here, you have the option to do several things:

It's never been easier to seamlessly sync financial data and streamline invoice creation. Say hello to better billing efficiency.