![]() But agents can choose to associate it with a different customer in QuickBooks if they wish to do so. The app automatically matches the Customer Name in QuickBooks with the Requester's Company in Freshdesk, and populates the "Customer" field when linking time charges. If agents do not have a QuickBooks ID, they can link it to a different QuickBooks employee if necessary. The Time Charges will be linked to that QuickBooks employee whose email matches the email of the Freshdesk agent, by default. Once the app has been installed, agents will be able to access customer details from QuickBooks in the Requester Info section of the Ticket Details page.Īgents can use the app to associate the time-sheets, of the tickets they’ve resolved, to billable “Time Charges” on QuickBooks. Click on the “Authorize” button and secure data transfer between the two will be enabled. QuickBooks will then ask you to authorize QuickBooks to share data with Freshdesk. Sign in to your Intuit QuickBooks Online account with your username and password. Time-sheet entries can then be added as billable “Time Charge” sales transactions against the appropriate customer in QuickBooks. Track time spent on a ticket and log these time-sheet entries to QuickBooks.
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