About this Tenrox and Quickbooks Online Manual
This guide describes the procedures for setting up integration between QuickBooks Online and the Tenrox application, as well as payable batches, invoices, and multi-client invoices from Tenrox. This guide is used to integrate QuickBooks with the following Tenrox releases:
- Tenrox 2019 R1
- Tenrox 2018 R1
- Tenrox 2015 R2
- Tenrox 2015 R1
- Tenrox 2014 R3
- Tenrox 2014 R2
- Tenrox 2014 R1
- Tenrox 2013 R2
- Tenrox 2013 R1
- Tenrox 2011 R3
- Tenrox 2011 R2
- Tenrox 2011 R1
Tenrox Software License Agreement
The Tenrox Software license agreement was reviewed and accepted during the installation procedure of this software in your environment. Copyright © 2019 by Upland Software. All rights reserved. You may not photocopy or share this document with any other party without express written permission from Tenrox.
Tenrox Technical Support
The Tenrox support specialists are trained to use, configure, and troubleshoot Tenrox in your specific enterprise environment. If you have any questions, you can reach us by:
- Calling (877) 483-6769
- Sending an email to tenroxsupport@uplandsoftware.com
For additional information, please contact us at:
| Corporate site: | www.uplandsoftware.com |
| https://uplandsoftware.com/tenrox/ | |
| Sales email: | tenroxsales@uplandsoftware.com |
| Customer care: | tenroxcustomercare@uplandsoftware.com |
What's New in Tenrox
Available as of:
Tenrox 2014 R1
- QuickBooks Online 2014
Tenrox 2013 R1
- Tenrox support of:QuickBooks Online Essentials; QuickBooks Online Plus
- Addition of QBOE Connection Checklist, which provides a list of items that must be done for the integration between Tenrox and the QuickBooks Online Edition (QBOE) to be successful.
Tenrox 2011 R3
- On both the QuickBooks Online Integration Properties page, the following have been added; for more information:
- the Override QuickBooks Invoice Item's description with Tenrox Reference information option
- the Load Accounts link to establish the connection to QuickBooks and download the default accounts
- The Customer:Job Information displays on the QuickBooks bill when, upon exporting a payable batch to QuickBooks, the Task is related to a Client. Click here to view the how do I export a payable batch article for more information.
- The Tenrox Invoice Number (as of QuickBooks 2010), upon exporting either an individual or multi-client invoices, appears in the following Memo fields. Click here to view the how do I export an individual invoice article for more information.
- QuickBooks Online Memo field of the QuickBooks Online version
- Information, including average rate and number of hours/quantity, are mapped to QuickBooks upon exporting either an individual or multi-client invoices. Click here to view the how do I export an individual invoice article for more information.
Deprecated as of: Tenrox 2011 R3
- Summarized Transaction View: On the Financial Transactions page, the Transaction View drop-down is locked to the Detailed selection, thus no longer the ability to select the Summarized view on the following pages:
- Payable Batch page. Click here to view the how do I export a payable batch article for more information. for more information.
- Invoice Manager page. Click here to view the how do I export an individual invoice article for more information.
- Multi Client Invoice Manager page. Click here to view the how do I export a multi-client invoice article for more information.