Primavera P6 Timesheet -> QuickBooks

Emerald Associates has created an integration that loads timesheets created in Primavera P6 via Team Member into the timesheets in QuickBooks Enterprise Desktop. This P6-QuickBooks integration tool uses the project, project codes, project status, and project UDFs to match the client and project in QuickBooks, and then uses the tasks, resources and roles to load billable, non-billable, and overhead tasks into QuickBooks without any manual recoding. It matches the resource in P6-EPPM with the employee or vendor in QuickBooks. The P6-QuickBooks integration also ties the role in P6 to the accounting items in QuickBooks to match bill-out rates for different skill levels and client rates. Adding and maintaining new items and new team members is simple with this integration in place.

The P6-QuickBooks integration uses the secure P6-EPPM Web Services and QuickBooks drivers to move the data across the two systems. The integration can be run adhoc as-needed, or it can be run on a pre-defined frequency. It reports any misalignments that might occur if new codes for clients are created in P6 that do not match QuickBooks standards. This integration has saved Emerald hundreds of hours a year for data entry into QuickBooks, while allowing our project managers to have quicker access to weekly timesheets to status their projects, as well as for client reporting.

Some Clients

Emerald Associates

Users

Anyone who uses Primavera Timesheets and QuickBooks and wants to streamline the loading of actual information.

Emerald has also worked with loading Primavera Timesheets into Oracle Fusion and SAP.