QuickBooks Integration

QuickBooks Online Integration Now Live

We are pleased to announce that our QuickBooks integration is now live.

If you have a QuickBooks Online account, you can post Clients and Invoices from PlanMan into QuickBooks.

To set up your integration, go to “Setup > Integrations” when logged in to PlanMan, then click the QuickBooks button.

For more information, please see our QuickBooks knowledge base article.