QuickBooks integration - Accounting software for small business
Nowadays small and big businesses are using QuickBooks for their businesses to streamline the process and to keep a better and easy access to all the data available. But in some cases, the data is lost accidentally, at that time, the importance of QuickBooks Integration comes to mind. One can integrate their offline QuickBooks with QuickBooks online to ensure that data is saved and cannot be lost. This also saves data from various types of errors that occur with offline data.
There are several ways through which you can integrate your QuickBooks to QuickBooks online. Steps to integrate your QuickBooks online:
- Authenticate with your QuickBooks online and import your chart of accounts so that it is saved and you do not fear to lose it
- Later that, you can export your receipts to QuickBooks online and categorize them during the process so that it is easier for you to work on moving forward
Benefits of QuickBooks Integrations:
- Whenever a customer places order and an invoice has been created for the customer, and then the customer’s details are automatically recorded in QuickBooks online. In addition to this, all payment, products and stock levels are also synced.
- When a sales person creates an account in CRM for the customer, the sales and customer data is also sent to your CRM. Once done, an invoice is created in your CRM as well on QuickBooks online.
- When an invoice is created, inventory levels in the inventory app are automatically updated.
- When you create an invoice online, the order placed is sent for fulfillment.
- All emails and contacts are also updated online in QuickBooks.
As a service provider, we would like to equip you with some of the major tips that may help you with QuickBooks Integration:
- Keep a backup of your data always before each import
- Give charge of mapping data to your accounting expert so that everything is done with exact expertise
- Use the exact copy of your working QuickBooks file before you choose to import it to your actual QuickBooks file.
- You can not only move data from QuickBooks offline to online but vice versa as well.
- The invoice that you import to your QuickBooks will only appear as a single invoice
At Host Docket, we have the capability and resources to integrate your QuickBooks with more than thousand apps (Integrate Point Sale with QuickBooks, CRM Integration with QuickBooks, Microsoft Outlook, Integration QuickBooks, Salesforce, Zoho). We also provide optimum help services and QuickBooks Support for these services as well. You can get in touch with us anytime in a day at this number +1-800-880-6389 our experts are available round the clock to help you in better way.