Integrating QuickBooks and BambooHR with Ontop

In today's digital age, businesses rely heavily on various software tools to manage operations efficiently. Integration of these tools is key to ensuring seamless workflow and maximizing productivity. Ontop offers robust integrations with QuickBooks and BambooHR, two leading software solutions, to streamline your operations and enhance management capabilities. In this blog post, we'll explore the benefits of these integrations and provide a guide on how to set them up.

QuickBooks Integration: Benefits and Setup Guide

Benefits of Integrating QuickBooks with Ontop :

• Reduces Manual Data Entry: Say goodbye to errors and save time with automatic invoice syncing.
• Saves Time: Spend less time on admin work and more on strategic tasks.
• Improves Reporting: Enjoy faster and more accurate financial reporting.

Setup Guide:

1. Ensure you have "Admin" permissions in Ontop and QuickBooks login credentials.
2. Go to the Integrations tab in Ontop and click Connect on the QuickBooks card.
3. Link your QuickBooks account by entering your credentials in the popup.
4. Sync worker invoices by mapping expenses and creating vendors in QuickBooks.
5. Use filters to search invoices and sync them. First sync takes 10 minutes, later ones up to 24 hours.

Integrating QuickBooks with Ontop ensures a seamless flow of financial information, simplifying payroll and financial management.

BambooHR Integration: Benefits and Setup Guide

• Eliminates Duplicate Data Entry: New hire information automatically transfers, reducing errors and manual work.
• Streamlines Onboarding: Faster, more efficient onboarding with all necessary data seamlessly synced.
• Reduces Admin Work: HR teams can focus on employee engagement and training instead of data entry.

Setup Guide:

1. Access Integration Settings: Log into your Contractor Pro account and go to the integration settings.
2. Connect to BambooHR: Choose BambooHR from the list and click on the connect button.
3. Ensure you have "Admin" permissions in BambooHR before starting the integration.
4. Connect BambooHR to Ontop by submitting your subdomain and login credentials in the Integrations tab.
5. Map the required fields, such as Pay Group, to complete the setup.
6. Sync employee records by selecting the correct email and Pay Group in BambooHR.
7. Ontop will pull employee details like name, email, and job title to create contracts automatically. First sync takes 10 minutes, subsequent syncs may take up to 24 hours.
8. l data sync to ensure all information from BambooHR is accurately reflected in Contractor Pro.

By integrating BambooHR with Contractor Pro, you centralize your HR management, making it easier to handle both employee and contractor data efficiently.

These integrations not only streamline operations but also enhance the efficiency and effectiveness of your overall management strategy.

Integrating QuickBooks and BambooHR with Ontop brings numerous benefits, from simplified payroll and financial management to streamlined onboarding and enhanced compliance. By centralizing your operations and reducing manual tasks, you can focus on what matters most—growing your business.

Ready to enhance your business operations?

Explore the powerful integrations with Ontop today and see how they can transform your management processes. Book a Demo to get started and experience the benefits firsthand.