How can we execute QuickBooks Jira integration?

Jira is a robust business management software application, used extensively for bug tracking, issue tracking, and project management. It was ingeniously designed by Australian Company Atlassian. Jira is widely used for significant purposes like software development, project management, agile methodology, bug tracking, product management, and task management. 

 The main objective of this project management software is to help software development teams collaborate, organize and manage their work, track incidents and bugs, and report on their progress. There are basically 3 hosting options for Jira. Users can use its web-based cloud application (Jira Software Cloud), download the software, and host it on their own server (Jira Software Server), or rent space in an Atlassian data center. 

 It should be noted that Clerk Invoices is the Jira Cloud app that could be installed on your Jira Cloud instance from Atlassian Marketplace. Subsequently, Clerk Invoices works with Atlassian Jira and Service Management. Thereafter, Clerk Invoices analyses your team time in Atlassian Jira and then automatically builds invoices with time and cost reports. As a result, invoices could be easily exported to your QuickBooks company.

In present times, Jira is considered to be the central core for the coding, collaboration, and release stages. Jira connects seamlessly with an extensive range of add-ons so the QA’s testing slides flawlessly into the software development cycle for test management.

 

For handling manual and automated tests, QA teams utilizes Jira issues, customized screens, fields, and workflows. The most significant aspect of this software is that it can be configured into any type of project. It means that the teams can commence with a project template or even can create their own custom workflow. In addition, the customizable permissions in Jira enable administrators to choose persons to control and govern actions. After procuring all the project information, it becomes simpler for the user in generating reports to track progress, and productivity. 

Steps for QuickBooks Jira integration

QuickBooks Jira integration is done effectively by Zapier, an app-connecting platform. It successfully connects your apps and then automates workflows. In addition, it moves information between these apps automatically, so that users can focus on their important business work.

1.   To begin with, you are supposed to authenticate your Jira Software and QuickBooks Online accounts.

2.   Now, you should pick any one of the apps (Jira or QuickBooks Online) as a trigger that can kick off automation

3.   Next, you should choose a resulting action from the other app

4.   Finally, you should appropriately select the data to be sent from one app to the other.

5.   You can now enjoy the benefits of this integration process

 

Commonly used Integrations by Users

1.    Adding an Issue in Jira on a New Customer in QuickBooks Online

2.    Adding or Updating a Customer in QuickBooks Online on a New Issue in Jira

3.    Adding or Updating a Customer in QuickBooks Online on a New User in Jira

4.    Sending Invoice in QuickBooks Online on a New Sprint in Jira

5.    Sending Invoice in QuickBooks Online on a New Issue in Jira

6.    Sending a Sales Receipt in QuickBooks Online on a New Issue in Jira

7.    Sending a Sales Receipt in QuickBooks Online on a New Sprint in Jira

Important aspects of QuickBooks Jira integration 

1.     The biggest benefit of QuickBooks Jira integration is that invoices are automatically exported to your QuickBooks company from Jira.

2.     Users can easily work with QuickBooks customers right in Clerk Invoices in Jira. They can create invoices, and invoice templates, view reports, etc.

3.      QuickBooks customers are updated in Clerk in real-time.

4.     Clerk Invoices effectively support automatic and manual sync.

5.     With the support of automatic sync, every created or updated invoice will be automatically created or updated in the connected QuickBooks company.

6.     By enabling manual sync mode, you could manually sync any invoice using the Export menu of a specific invoice.

 

Conclusion

In this article blog, we have specified every important aspect of QuickBooks Jira integration. In case, if you need any additional technical support, you can contact our technical support team.