Manage appointments in Timely and your accounts in QuickBooks
Manage your business, appointments, and sales in Timely, and we’ll take care of automatically syncing client and invoice details with QuickBooks, so you can keep your accounts in-check.
INTEGRATED INVOICES
As you complete an appointment, send invoices directly to QuickBooks to view and manage later.
IMPORT TAXES
Pull your tax rates into Timely, e.g. state and sales taxes, so they can easily be applied to any invoices.
SYNC YOUR CUSTOMERS
Sync Timely to your QuickBooks customer record and eliminate double handling of customer details.
About Timely
Timely is the world’s smartest appointment booking software. We’re all about helping you provide an exceptional experience for your clients. From booking to chair to follow-up, our software ensures every moment is seamless.
Create beautiful client experiences
Give each client the personalised experience they deserve. Keep detailed notes and photos on their client appointment history and preferences, send them SMS follow up messages, and offer personalised discounts and gift vouchers.
Save time for what you love
Timely gives you all the time saving tools your business needs so you can do more of what you love. Keep the clients coming back with automated appointment reminders, make bulk adjustments to stock, and let customers book online 24/7.
Run your business from our mobile app
Keep your finger on the pulse no matter where you are. Access your calendar, manage your appointments, record payments and take notes on clients and bookings – all from your phone. And your staff can do it from their phones too!
Grow your business with smart tools
Timely removes the guesswork. Track sales, revenue, staff productivity, client retention and much more. Customisable dashboards and smart reporting tools let you make informed decisions.
About QuickBooks
With your accounting data organized in the cloud with QuickBooks, you can track sales, create and send invoices, and know how your business is doing at any time.
Run your business in the cloud
Automatically sync your data across devices so you can work anywhere.
Get paid faster with invoicing that stands out
Create and send invoices that show off your business. Know once they’ve been viewed and paid online.
Work more effectively with your accountant or bookkeeper
Invite your accountant or bookkeeper to securely access your accounts & data instantly within QuickBooks and say goodbye to emailing or posting sensitive documents.
Instantly see how much you’re making
Take control of your cashflow and know where money is going, all in one place.
How the integration works
After you connect QuickBooks to your Timely account, you’ll need to import your taxes in order for your invoices to be synced. To make sure you’re all set up correctly, check out our help guide – How to connect your QuickBooks account to Timely.
Complete an appointment and sale in Timely
An invoice is raised in Timely with the appointment details and any product sales, and the client completes their payment. Any tax rates you’ve previously synced to Timely are applied to the sale.
The details are synced to QuickBooks
The invoice with your tax details are then synced to your customer record in QuickBooks for you to access later.
Manage your books with ease
You may then print, save or view your timely invoices directly from within QuickBooks. Managing your books becomes a breeze with everything in one place.
So what do you need to do? If you haven’t already, sign up for Timely. There’s no obligations or fixed-term contracts and we play nicely with Xero – it’s a win-win! If you have, sign up for QuickBooks and then get started with our setup guide – How to connect your QuickBooks account to Timely.
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