What We'll Cover

  • Configuration and Operation

    Kantata users will be presented with in-depth training on the configuration and operation of the Kantata QuickBooks Integration for the import and export of financial-related project data with the Kantata solution.

  • Hands-On Exercises

    Hands-on student lab exercise are provided as part of the course curriculum to reinforce your use of the tool.

Course Description

Expected Duration: Approximately 2 hours

This course is designed to provide direction to end users with administrator permissions to properly configure and enable the Kantata QuickBooks integration to seamlessly connect Kantata to QuickBooks. This course is designed so that the core audience can take full advantage of Kantata financial processing and reporting functionality when using QuickBooks as the general ledger system of record.


Course Objectives 

After completion of this course, students will be able to:

  • Identify the features, functionality, and configuration options of the Kantata QuickBooks integration.
  • Properly configure and complete all necessary operations through the user interface to accomplish the desired integration activities.
  • Cite the various scenarios and available objects.
  • Identify the source of issues and errors when troubleshooting errors by exercising and using the tools, methods, and best practices for resolution.
  • Identify and access the Help assets and other related resources.


Who Should Take This Course  

The target audience are the Kantata Administrator and Quickbooks Administrator. 


Student Prerequisites

The following prerequisites apply.  It is recommended that the student have:

  • Experience as a Kantata Administrator and familiarity with Administrative settings within Kantata.
  • Experience as a QuickBooks Administrator and familiarity with QuickBooks configuration settings, and general accounting practices.
  • It is important for the administrators of both accounts to be fully engaged in implementing the integration as these resources will be best suited to understand the downstream impacts of any configurations made.

Course Curriculum

  • 1
    Introduction
  • 2
    Module 1 -- Introduction
  • 3
    Module 2 -- Connecting Mavenlink to QuickBooks
  • 4
    Module 3 -- Configuring Time Entries
  • 5
    Module 4 -- Configuring Expenses
  • 6
    Module 5 -- Configuring Invoices
  • 7
    Resources
  • 8
    Conclusion
  • Introduction Student Guide
  • Module 1 -- Introduction -- PDF Module 1 -- Introduction -- Video
  • Module 2 -- Connecting Mavenlink to QuickBooks -- PDF Module 2 -- Connecting Mavenlink to QuickBooks -- Video
  • Module 3 -- Configuring Time Entries -- PDF Module 3 -- Configuring Time Entries -- Video
  • Module 4 -- Configuring Expenses -- PDF Module 4 -- Configuring Expenses -- Videos
  • Module 5 -- Configuring Invoices -- PDF Module 5 -- Configuring Invoices -- Video
  • Demonstration Video Appendix A -- Troubleshooting and Recommended Best Practices
  • Conclusion

Pricing options

Purchase this training course and start learning today! Please contact your Client Success Manager to purchase multiple passes for your organization.