Setting Up Asana QuickBooks Simplified: 2 Easy Steps

on Accounting Software, Asana, Data Integration, Project Management Tool, QuickBooks • November 25th, 2021 • Write for Hevo

Asana QuickBooks - Featured Image

Asana and QuickBooks are both tools for managing and performing business tasks but the difference is that QuickBooks is good for only Accounting and Asana is good for the management of the business. For running a business efficiently these two features work simultaneously side by side and to perform these tasks on two different platforms becomes inconvenient and a little bit challenging.

Therefore, in order to make it more convenient and fast, you will learn about the Asana QuickBooks. After which you will be able to perform all your business activities on just one platform. Let’s start by introducing you to the key features of both software first and then you will learn how to integrate them.

Table of Contents

Introduction to Asana

Asana QuickBooks - Asana Logo
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Asana is a Software-as-a-Service platform for project management and team collaboration. It allows teams to manage projects and tasks in one central location. Asana is a Project Management tool that allows teams to create projects, allocate work to peers, set deadlines, and communicate about assignments in real-time. Other features include additional reporting tools, file attachments, calendars, and more.

In April 2012, Asana made its API available to third-party applications. Thanks to Asana’s open API, you can obtain data from it, input data into it, and create automation all from within the app. This allows clients or third-party developers to customize the Asana platform to meet the demands of their teams. Common use cases include automating repetitive tasks, chaining processes, automating task and project reporting, and syncing with databases or other tools.

To read more about Asana, visit the official website here.

Introduction to QuickBooks

Asana QuickBooks - QuickBooks Logo
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QuickBooks is the most popular Accounting software for small businesses, and it’s used to track financial health and manage income and expenses. Customers can be billed, invoices may be paid, reports can be generated, and tax returns can be submitted. QuickBooks offers a variety of solutions that anyone, from a freelancer to a small business, may use.

QuickBooks offers a variety of choices, but we recommend QuickBooks Online for most new businesses. QuickBooks Online offers a 30-day free trial with no credit card required.

To explore the key features of QuickBooks, refer to QuickBooks Guide. Visit the official QuickBooks homepage here.

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Steps to Set Up Asana QuickBooks Integration

Asana QuickBooks Integration can be done in 2 easy steps by using a CSV file. At some time in your organization, you may need to upgrade, convert, or create a new CSV file. At that moment, the QuickBooks CSV import option will come in handy. In its entire form, CSV stands for Comma-Separated Values.

CSV files are simple text files that often include tabular data. As a result, in any file, commas are used to divide the fields. You’ll need the QuickBooks Import Excel and CSV tools installed on your computer to import transactions into QuickBooks from a CSV file. This toolkit includes the CSV and XLS examples folders, as well as the permitted fields and the Import from Excel and CSV documentation. In the CSV example folder, there are four samples of CSV files for each list type. The XLS sample folder contains a single Excel file with four worksheets illustrating each list type.

The allowed fields section is a reference guide that outlines which fields can be imported using CSV and Excel. Instructions, notes, and best practices are frequently included in the documentation for importing data from CSV and Excel using Asana QuickBooks Integration. You’re ready to start importing QuickBooks CSV files after you’ve downloaded and installed this toolkit.

Step 1: Export Data as CSV from Asana

To export data from Asana, you will have to first create your desired project. Follow the steps below:

  • To create a project click on the “+” option on the right corner as shown below.
Asana QuickBooks - Export CSV
Image Source: Self
Asana QuickBooks - Click on New Project
Image Source: Self
  • Then name your project e.g. QuickBooks. When you open your project, go to the options of your project, where you will find the option of “Export/Print“.
Asana QuickBooks - Project Options
Image Source: Self
  • From there select the option of “CSV”. It will download a CSV file on your computer.

Step 2: Import CSV file to QuickBooks

The steps to import a CSV file into QuickBooks are as follows.

  • Select ‘Banking‘ from the left menu.
  • Update drop-down‘ or ‘Upload transactions manually‘ are the options.
  • Select ‘File to upload‘/’File Upload‘ from the drop-down menu.
  • Then click ‘Browse‘ to find the.
  • You’ve saved a CSV file.
  • Choose ‘Next‘.
  • Select the account to import from the QuickBooks account.
  • Choose ‘Next‘.
  • Depending on what you’re looking for.
  • Map the fields in a CSV file.
  • Click on ‘Next‘.
  • Choose the CSV files you want to import.
  • Click on ‘Next‘.
  • Answer ‘Yes‘ to the notification’s phone number.
  • After receiving confirmation of the import, click ‘Finish‘.
  • The transactions imported from CSV files will appear in the Downloaded Transactions window.

Hurray! you have successfully exported data using the Asana QuickBooks set up.

Benefits of Asana QuickBooks Integration

Now that you have understood the steps to set up Asana QuickBooks Integration, let’s understand some of the benefits offered by this Integration:

  • The Asana QuickBooks Integration is extremely useful to carry out business activities on one platform. This is the best way to integrate them easily and quickly.
  • With Asana QuickBooks Integration, you can perform your different business activities and business accounting simultaneously in a very convenient and reliable way.
  • This simple Asana QuickBooks Integration will help you to perform your business very efficiently as it will be providing you information on all your business activities as well as accounting details through QuickBooks.

Conclusion

In this article, you learned about Asana and QuickBooks. You learned the steps to set up Asana QuickBooks Integration. At the end of the article, you explored some of the key benefits of Asana QuickBooks Integration.

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Share your experience of setting up Asana QuickBooks in the comments section below!

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