Availability

Overview

Birdview permissions

• To install/uninstall the integrations - the "Manage system settings permission" is required.
• To export time logs - the "Access billing information" permission is required.

Installation

1. Go to Company settings > Automations > Manage apps tab.
2. Click Connect within the QuickBooks app.
3. Enter your QuickBooks credentials and choose the company you want to link with Birdview.

Once the status within the card becomes "Connected”, it indicates that Birdview is now successfully connected to the selected company.

Please note that you can only link one QuickBooks company with Birdview.

Initiating time logs export

1. Go to Time logs history.
2. Click Export > Export to QuickBooks.
3. (optional) Enter your QuickBooks credentials and choose the company you wish to link with Birdview.

If the connection has already been set up by another user in your company, please ensure you select the same QuickBooks company.

Please note that each export to QuickBooks allows a maximum of 100 time logs per export.

Time logs export process

Step	Optional/Required	Description	User input (if required)
Billed time logs	Optional	This step appears if at least one Billed time log is selected for export. Billed time logs will not be exported to QuickBooks to avoid duplicates there.
No rate amount	Optional	This step appears if there is a billable time log associated with a billable activity (excluding flat fee billing type) and no billing rate amount is specified for the billing type. The rate sent to QuickBooks will be 0.00 for these time logs. Activities are clickable links to view more detailed information.
Summary	Required	This step provides a summed-up time logs summary for each project; assignee within the selected time period.
Assignees matching	Required	This step shows the list of Birdview assignees on the left, matched with QuickBooks employees on the right, associated with the selected time logs.	QuickBooks employees on the right should be selected for all Birdview assignees on the left without a match.
Customers matching	Required	This step shows the list of Birdview customers/projects without customers on the left, matched with QuickBooks customers on the right, associated with the selected time logs.	QuickBooks customers on the right should be selected for all Birdview customers/projects without customers on the left without a match.
Processing	Required	This step only requests refraining from closing the window to ensure a successful time logs export to QuickBooks.
Results	Required	This step shows the count of billable and non-billable time logs that have been successfully or failed to be exported to QuickBooks. Please note that Non-billed billable time logs are always marked as Billed after their successful export to QuickBooks to avoid duplicates there. Non-billed and non-billable time logs will always remain labeled as "Non-billed".

• A mandatory step always appears during the time logs export process. It is a required action that must be completed for a successful export.
• A conditional step is not always present during the time logs export. Its inclusion depends on specific conditions or user choices, making it optional.

Terminology

Disconnecting the integration 

To uninstall the app in Birdview:

1. Go to Company settings > Automations > Manage apps tab. 
2. Click Disconnect within the QuickBooks app.

Once the status within the card becomes "Disconnected", it indicates that Birdview is now successfully disconnected from QuickBooks.

To uninstall the app in QuickBooks:

1. Menu on the left > Apps. 
2. Click Disconnect within the Birdview app.