QuickBooks Desktop vs QuickBooks Online Integration
NOTE To learn everything about the QuickBooks Extension for Desktop, refer to the landing page for documentation links, configuration steps, videos, and walk-throughs that help you set it up.
The following table compares the features and functionality of the Autotask to QuickBooks Desktop Extension to the Autotask to QuickBooks Online Integration.
Item | QuickBooks Desktop |
QuickBooks Online |
Desktop Extension Comments | Online Integration Comments |
---|---|---|---|---|
Customers | ||||
Match Customers in QB | Via AT Organization Name to QB Customer Name | Via Autotask Account Name to QuickBooks Display Name | ||
QB Customers to AT Organization transfer | Via export-import | Via integration function | ||
Invoices | ||||
Job Level Support | – | Using the tilde in Autotask | ||
Automatically Create Customers in QB if organization cannot be matched | ||||
Map AT Billing Codes to QB Items | By Billing Code Name or Service/Service Bundle name | By Billing Code External Number or Billing Code Name | ||
Automatically create items in QB that cannot be matched | Optional | Only under "Autotask Other" account | Controlled by Settings | |
Batch Invoice Transfer | Manual and automatic | Automatic - every 15 min | ||
Individual Invoice Transfer | ||||
Autotask Invoice Template | Several items respected | Some items respected or configurable | ||
Invoice numbering | From QuickBooks Only | From Autotask or QuickBooks | ||
Write QB Invoice Number back to AT Invoice | ||||
Tax Calculations | See Comments |
US Version - Autotask or QB |
QBO Tax rate name must match Autotask tax name. |
|
Sub-Item support | – | Through special tilde "~" designation in AT | ||
Class Support | Optional | Lines of business can be mapped to QuickBooks classes | Default class can be controlled by Settings | |
Support for Multi-currency | See Comments | Multi-currency is only supported for the Invoice Transfer app. | ||
Populate Paid status back to AT | Date Paid | |||
Expense Reports | ||||
Expense Transfer | Class mapped to a Department if not associated with a Line of Business. | Only reimbursable expenses are supported. The Autotask Expense Sync app for QuickBooks Online does NOT support non-reimbursable Expenses. Manually Importing Expenses into QBO is not possible. You have to manually enter them one expense at a time. Refer to Import Expenses to QuickBooks Online. | ||
Purchase Orders | ||||
Purchase Order Transfer | ||||
Inventory | ||||
Inventory Sync | – | Via AT Product Name | ||
Import Inventory from QB to AT | – | Through generic export-import | ||
Payroll Summary | ||||
Payroll Transfer | – |