Monday, July 15, 2019

10 Must-Know Fun Facts concerning the BillQuick-QuickBooks Integration

To begin with, all BillQuick editions – Basic, professional and Enterprise – integrate with the subsequent QuickBooks editions:

QuickBooks professional and Premier editions (we don't support QuickBooks Plus)
QuickBooks Enterprise Solutions
QuickBooks Canadian Edition
QuickBooks United Kingdom of Great Britain and Northern Ireland Edition
Reckon Accounts
Did You Know?

There square measure some variations between QuickBooks and BillQuick that require to be understood so as to make sure swish and correct information integration. BillQuick is project-centered and supports a hierarchical data structure whereas as QuickBooks is client-centered and uses a flat project structure. currently here square measure some attention-grabbing and must-know facts concerning the info integration between BillQuick and QuickBooks.

1. BillQuick creates a log that records the events and exceptions concerned in information synchronization with QuickBooks. It flags this log file with a date.

2. period Synchronization means information integrates between BillQuick and QuickBooks after you update a record in either program. period Synchronization is totally automatic and needs no action on your half. However, you may have to be compelled to specify this selection within the QuickBooks Integration Wizard or QuickBooks menu one time so from that time onward, information is synced mechanically.

3. as a result of QuickBooks doesn't need a similar fields of knowledge as BillQuick, and since it's going to not track a similar information as BillQuick (does not have a similar fields), BillQuick inserts placeholder information within the needed fields—FromQuickBooks.

4. QuickBooks doesn't need default Bill Rate and value Rate values for workers, whereas BillQuick will. once worker information is transferred from QuickBooks to BillQuick, you may be prompted to update the Bill Rate and value Rate in BillQuick. By default, the worth is about as $1 for each. for correct job cost accounting and asking, these rates ought to be updated before mistreatment BillQuick for time pursuit.

5. In QuickBooks, addresses square measure entered in four one-line fields, whereas in BillQuick fields square measure allotted for every element of the address. to make sure accuracy and consistency throughout information transfer, ensure your address in QuickBooks is entered per the U.S. mail service customary.

6. Expense Log entries and seller bills is sent from BillQuick to QuickBooks, however QuickBooks will settle for them solely as seller bills. once worker expenses (reimbursable) square measure sent to QuickBooks as bills, BillQuick prompts you to pre-define associate worker ID to seller ID switch.

7. unfinished invoices in QuickBooks can't be transferred to BillQuick. Draft invoices in BillQuick don't transfer to QuickBooks.

8. it's not necessary to transfer time and expense details to QuickBooks so as to send careful invoices.

9. Invoices and Payments in QuickBooks ought to be coupled to Jobs, not Customers. this is often as a result of BillQuick is job or project-centric, and invoices and payments square measure related to the roles and indirectly to the consumer. In QuickBooks you'll be able to associate invoices and payments directly with the consumer. so as to urge these invoices and payments, BillQuick can produce a project on the fly supported the consumer and associate of these transactions to the current project.

10. once transferring consumer and project retainers to QuickBooks, it saves them as consumer Credits in a very liability account. These liability accounts square measure created on the fly throughout the mixing method otherwise you will assign them within the BillQuick-QuickBooks Integration Settings screen (Project Accounts section).

Read More : 25 QuickBooks Tips To change Your Life

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