Integrations

Sonra connects to the tools a practice already uses, so hours, fees and invoices don't have to be typed in twice. Both integrations are optional and can be disconnected at any time.

QuickBooks Online

Sonra builds the invoice from your logged hours and fees. When you issue it, Sonra can send it to your QuickBooks Online company, so your books stay the source of truth for payments and reporting.

• Invoices: issued invoices are created in QuickBooks with their lines, quantities and amounts. Sending the same invoice twice never creates a duplicate; if it's already in QuickBooks, Sonra links to it.
• Customers and items: match each Sonra client to a QuickBooks customer, and each invoice line category (professional services, sub-consultant, reimbursable) to a QuickBooks product or service. Customers can be created in QuickBooks from Sonra, or imported from QuickBooks into Sonra's client list.
• If something goes wrong: the invoice shows whether it reached QuickBooks, with the reason when it didn't and a button to try again. A QuickBooks problem never stops you issuing an invoice.
• Works with: QuickBooks Online (Simple Start, Essentials, Plus and Advanced). It uses the standard invoice, customer and item records, not features that only some plans have.

Your data: Sonra stores which QuickBooks company is connected, an encrypted access token, the links between your clients and QuickBooks customers, and whether each invoice was sent. It reads customers and items only to let you match them. Disconnect from Settings → Invoicing and Sonra revokes its access and deletes the stored connection.

Google Calendar

Each person can connect their own Google Calendar. Sonra then suggests this week's meetings as time entries, which you review and add with one click.

• Suggestions, not automatic entries: nothing is added to your timesheet until you add it. You choose the project and activity type for each, and can edit the description first.
• Project matching: if a project's shortcode or name appears in the event title, Sonra preselects that project and says why. If it can't tell, it leaves the choice to you.
• Read-only: Sonra asks Google for read access to your calendar events. It never creates, changes or deletes anything in your calendar.
• Personal: your calendar is connected to your own account. Nobody else in your firm, including administrators, can see it or your suggestions.

Your data: Sonra reads event times, titles and descriptions when you open your timesheet, only to show suggestions, and holds them in memory for a few minutes. It doesn't save them. The only thing it stores about your calendar is the connected Google account and an ID for each event you've added or dismissed, so the same meeting isn't offered twice. When you add a meeting, the time entry holds the text you confirmed, and nothing else from the event. You can disconnect from My settings at any time, and you can also remove Sonra's access from your Google Account.

Sonra's use and transfer of information received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements. We don't use Google user data for advertising, and we don't sell it or share it with third parties.

Questions

Want to know more about an integration, or how it handles your data? Email us. For how we handle data in general, see our privacy policy.