How to Integrate Celoxis with QuickBooks?

• 05 November 2025
• QuickBooks
• Written by George Dockrell

Celoxis is a powerful project management software (PMS) solution designed to streamline and optimize complex project workflows. Known for its robust features and scalability, Celoxis provides a comprehensive platform for managing tasks, resources, budgets, and portfolios across industries. Its advanced AI-driven capabilities, intuitive dashboards, and dynamic reporting tools empower organizations to enhance collaboration, improve decision-making, and maintain alignment with business goals.

Listed below are the key features of Celoxis PMS:

• Manage portfolios, teams, and operations with powerful analytics and dashboards.
• Track and prioritize project requests using configurable workflows, custom fields, and ranking logic.
• Create dynamic project plans with automatic scheduling and inter-project dependency management.
• Gain real-time visibility into budgets, profitability, and financial KPIs with project accounting tools.
• Customize portfolio dashboards to track key metrics across projects.
• Optimize resource management with capacity planning, holiday tracking, and overload alerts.
• Generate powerful reports and dashboards with custom fields, drill-down charts, and scheduled email delivery.
• Enhance team and client collaboration through shareable calendars, version control, online discussions, and activity streams.
• Track time and expenses using inbuilt timers, automatic reminders, and multi-level approvals.

With extensive customization options and powerful financial tracking, Celoxis enables teams to navigate even the most demanding projects efficiently. While its functionality is unparalleled for medium to large businesses, the software also integrates with essential tools like QuickBooks, making it easier to align project management with financial tracking. In this guide, we’ll walk you through the steps to seamlessly connect Celoxis PMS with QuickBooks for a unified operational experience.

Benefits of Integrating Celoxis with QuickBooks

The following points highlight the advantages of integrating Celoxis with QuickBooks:

• Synchronize billable time entries for quick and accurate invoice generation.
• Keep project billing information in sync for accurate financial tracking and reporting.
• Automate data transfers to reduce manual entry and minimize errors.
• Gain better visibility into project costs and financial performance.
• Simplify workflows by unifying project management and financial systems.
• Ensure real-time updates for accurate decision-making.
• Generate customizable reports combining project and financial data for comprehensive insights.

How to Integrate Celoxis with QuickBooks?

Having realized the potential benefits of integrating your project management solution with QuickBooks, let’s now explore the steps to connect the two applications. Please note that the following instructions are specific to connecting Celoxis with QuickBooks Online and do not apply to the Desktop version of the accounting solution.

1. Log in to your Celoxis PMS account. Admin privileges are required to initiate the integration process.
2. Navigate to the Admin page from the top menu.
3. Under the Timesheet section, click Connect with QuickBooks Online.
4. In the pop-up window, click Connect to QuickBooks to start Intuit’s authentication process.
5. Enter your QuickBooks Online credentials and click Authorize to securely share data.
6. Once authorized, the pop-up closes automatically, and your Company Settings page refreshes.

Leverage Apps4Rent’s QuickBooks Expertise for Seamless Celoxis and QuickBooks Integration

Simplify your integration process and elevate your workflows by partnering with Apps4Rent for all your QuickBooks-related needs. As an Intuit Authorized Hosting Provider, Apps4Rent offers several attractive hosted QuickBooks Desktop solutions as well as the technical expertise required to integrate it with third-party applications like Celoxis PMS.

Our solutions are hosted on SSAE 16 certified data centers, ensuring top-tier security, automated backup services, and reliable uptime. With Apps4Rent, you can trust that your QuickBooks and Celoxis integration will be handled with precision and care. Contact our QuickBooks specialists today via chat, email, or phone for tailored guidance and to unlock the full potential of your project management processes.