BambooHR is one of the world’s most trusted cloud-based applications which help business organizations in tracking and managing essential employee’s information in a personalized Human Resources Information System (HRIS). This application has helped HR managers in optimizing their working hours in meaningful ways while executives can get accurate timely reports and employees can discipline their time-table. BambooHR collects as well as organizes the information of the entire employee’s life cycle, which substantially helps HR departments of businesses.
This software helps in hiring, building culture, on-boarding and preparing compensation of employees and helps in giving time and insights to the HR department in focusing on the aspects that demand more attention. It’s multifaceted nature has made it one of the most important human resources (HR) management software, which is cost-effective and user-friendly in nature. In addition, this software accomplishes tasks like employee on-boarding, applicant tracking (AT), performance management, HR reporting, time-off and benefit administration (BA).
BambooHR provides a smartly organized dashboard home screen with modules for personnel data, reports and time-off tracking. It provides an add-on performance review function which is designed for a growing number of companies that are reviewing back performance reviews. The dashboard for BambooHR has insights on the left-hand side and icons on the right-hand side for Company Directory, Job Opening, and Reporting. After clicking on My Info from the menu at the top, users can get directed to the employee view of the platform. Thereafter, users can add info about Fair Labor Standards Act (FLSA) Code, Equal Employment Opportunity (EEO) Job Category, Hire Date, employment status and ethnicity.
The integration of BambooHR and QuickBooks helps in sharing employee’s data, relevant information and its related operations in a more meaningful way. It helps in organizing large information of employees in a better way.
The main features working with QuickBooks and BambooHR Integration includes users getting access to automated invoice solutions, automation of various HR processes, processing of payments and similar operations, and handling of employee’s requests. HubSpot, a useful platform, helps in integrating BambooHR with QuickBooks.
1. Firstly, users should authenticate their BambooHR and QuickBooks accounts.
2. On the HubSpot platform, users should make their HubSpot account.
3. Users will find Marketplace on this platform and so they should move to Marketplace through this option.
4. On this option, users will find QuickBooks Online application.
5. Users should install QuickBooks online on HubSpot and this will start integration of HubSpot and QuickBooks Online.
6. Next, open the HubSpot CRM and make account on it and sigin to the existing one.
7. Now, users should look for “Marketplace” and then click on the option.
8. Thereafter, use “App Marketplace” in this step.
9. On the Search option, users can find “QuickBooks Online” or “QBO” software.
10. Now, select this software, push the install button and then type in your “QuickBooks Online” account’s username and password.
11. Next, before the installation of the app, press “Connected Apps”.
12. After running the app, tap on “QuickBooks Online” and then choose the feature of “Connect QuickBooks Account”.