05. QuickBooks Integration [5:44]

Description: This video provides an overview of how to push and pull customers, pull items, push invoices and pull customer and invoice balances.

Transcript:

In this video we will learn how to utilize functions of the QuickBooks Integration with our FM Work Orders Solution. First, let’s take a look at how to Push customers to QuickBooks from FM Work Orders. In order to push any customer you have to ensure that there is a name for the customer in this “QB Customer Name” field. Now from the Contacts tab, we’re going to navigate to the top to find the QB drop-down menu, and select “Push Customer.” As you can see now the customer Exists in QuickBooks, and if we navigate over to QuickBooks we can see that there she is.

1:13 Now let’s take a look at how to Pull Customers from QuickBooks into FM Work Orders. From the Contacts tab, we’re going to navigate to the top QB drop-down menu and select “Pull Customers.” All active customers will be imported from QuickBooks, select OK, and you’ll then receive a result of how many customers were successfully imported. If we take a look at our List View we can see that all the QuickBook customers are now there. Next let’s pull these customer balances from QuickBooks. So once again we’re going to navigate to the top QB drop-down menu, and this time we’re going to select “Pull Customer Balances.” You’ll receive a prompt asking if you would like to pull one specific balance, or pull all balances from the found set. I’m going to pull all balances and select “Found Set.”

2:28 Now let’s take a look at how to Pull Items from QuickBooks into FM Work Orders. This time we’ll be working from the Items tab. Now let’s navigate to the top QB drop-down menu and select “Pull Items.” All items will be imported from QuickBooks, let’s select OK, and you’ll then receive a result of how many items have been imported into FM Work Orders. Now if we look at our List View, we can see that all the QuickBook items are now there.

3:09 Next, let’s Push an Invoice from FM Work Orders into QuickBooks. Please be sure that you have imported Taxes from QuickBooks and into FM Work Orders via the QB drop-down menu in the Preferences and Taxes tabs. In the Orders tab here is our order, and make sure you indicate whether the order is Taxable or not via this checkbox. Be sure to select a Tax Rate from this lower menu. Now let’s navigate to the QB drop-down menu and select “Push Invoice.” This order will be pushed to QuickBooks as an invoice, select OK. The order was successfully exported to QuickBooks, and as you can see here is all the QuickBooks information. And here is Larsen’s Pet Shop’s invoice which we have pushed to QuickBooks.

4:29 Lastly, let’s Pull Invoice Balances from QuickBooks into FM Work Orders. Before you can do so, please be sure that you have pushed all invoices from FM Work Orders into QuickBooks. From the Orders tab, navigate to the QB drop-down menu, and select “Pull Invoice Balances.” You will be prompted if you would like to update the balance information for this specific order, or the found set. I will select “Found Set” to update all orders. Please utilize all available tools we provide such as additional training videos, documentation, and download a demo. If you need additional assistance please contact us. We look forward to hearing from you.

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