Integrating QuickBooks

Customers that leverage QuickBooks Online ® or QuickBooks Desktop for their financial accounting needs can benefit from real-time integration with Service Billing. Customer balances in new and existing customer records can be synchronized. Generated invoices from Service Billing flow immediately into QuickBooks for receipt processing in addition to generating required tax and financial statements. This powerful integration provides managed service providers a complete view of their business operations.

• Invoices generated by Service Billing update QuickBooks.
• Terms and billing codes in Service Billing can be mapped to QuickBooks
• Customer balances in QuickBooks can update Service Billing

Note: Quickbooks customer address records are only updated in Quickbooks when a new Service Billing customer record is created. From then on, customer address information must be maintained separately in both systems.

Note: See Service Billing > Configuration for more information.