Route Delivery Software QuickBooks Integration
Автор: RouteStar Solutions
Загружено: 2020-12-28
Просмотров: 624
Описание:
RouteStar seamlessly ties into QuickBooks Desktop
& QuickBooks Online.
RouteStar Solutions works with QuickBooks Pro, Premium and Enterprise Online.
To connect with QuickBooks Desktop, RouteStar uses QuickBooks Web Connector.
Stay in control of your QuickBooks syncs.
Access the QuickBooks Dashboard while in RouteStar to quickly view:
Everything pending to go to QuickBooks
Any posting errors, including anything that could not be posted to QuickBooks and needs review.
QuickBooks Integration
Control how RouteStar Solutions integrates with QuickBooks. From the QuickBooks Dashboard, you can control what transactions sync between QuicKBooks and RouteStar and vice versa.
Set a default Chart of Accounts – Select where your deposits go and to which Accounts Receivable account.
Choose a default QuickBooks Template to use when posting invoices.
Control what items and item types sync with QuickBooks.
Always know the status of your invoices.
As drivers complete invoices, the status of those invoices will appear on your invoice list as completed, posted or pending.
You have the ability to post invoices one by one or by batch. Any invoices completed will post directly to QuickBooks.
Each time QuickBooks syncs with RouteStar, any pending customers, items, payments, etc., will sync between QuickBooks and RouteStar and vice versa.
Quickly Add A New Customer.
New customers can be created directly from RouteStar into QuickBooks. This feature is also accessible from the field using the the mobile solution.
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