SherpaDesk & QuickBooks Integration

The common issue with billing for your time and expenses on your customer contracts is the delays or lack of communication between your support system and your accounting solution. SherpaDesk allows you to capture all of your customer’s billable information and easily push this data over to your QuickBooks.

Easily update your QuickBooks customer’s account data with SherpaDesk

Sync your customer details, technician time, expenses, travel, invoices and staff payments directly from SherpaDesk

Key Features

One-Click Mapping

Easily sync time, payments, and invoices with quick data mapping on the fly in SherpaDesk.

Easily Add Time & Expenses

Log time, expenses, and travel from email, mobile, or web so nothing gets missed.

QuickBooks Online & Desktop

SherpaDesk integrates seamlessly with both QuickBooks Online and Desktop versions.

Create Multiple Rate Plans  & Support Packs

Set flexible rate plans: fixed, task-based, tech-based, or with hour rollovers—built for service teams.

SherpaDesk Simplifies Your QuickBooks Integration

One-Click Sync

SherpaDesk learns your mapped entries. For future syncs all you need to do is click on the icon and your data is automatically synced between systems.

Map Data on the Fly

SherpaDesk allows you to map your customer data on the fly. When pushing time over to QuickBooks you are able to either map or build your customers and task type.

Seamless Sync with Taxes

SherpaDesk enables you to have your QuickBooks tax rates automatically injected into SherpaDesk and added to invoices. You can also create invoices in SherpaDesk and have the correct tax rates applied after syncing with QuickBooks.

Supported Integrations

How the Integration Works

A step-by-step process for how the integration works, including setup instructions and how SherpaDesk interacts with another application to streamline tasks.

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About QuickBooks

Key business tools and third-party apps work better together when they’re under one roof. Track money in and out, run payroll, and make and accept payments—all on one integrated platform.

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