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| AutotaskConnect™ for QuickBooks® |
AutotaskConnect™ for QuickBooks® provides seamless integration with the world's most popular small business accounting package.
With AutotaskConnect™ for QuickBooks®, you can transfer invoice and billing information to QuickBooks® automatically, removing the need for manual updating and eliminating the potential for errors in the process.
All of your Autotask accounts, product names, expense categories, allocation codes, and more can be matched up to their equivalent in QuickBooks® to allow for correct and consistent transfer of transactional data. Accounts, Item Codes, or Sub-Item Codes that don't exist in QuickBooks® can also be created for you automatically, further streamlining your accounting process.
Items that are kept in your QuickBooks® inventory can also be incremented or decremented automatically when transactions take place.
AutotaskConnect™ for QuickBooks®supports Windows XP and Windows Vista. However, according to Intuit, QuickBooks versions 2004-2006 do not support Vista. For previous versions of QuickBooks, you will need to use Windows XP.
Key Features Include:
- Integrated electronic transfer of Autotask Billing Invoices and Payroll data into QuickBooks®.
- Automatic incrementing or decrementing of QuickBooks® inventory items.
- Matching of Autotask Accounts and QuickBooks® customers and automatic creation new Customers in QuickBooks® if they do not exist.
- Automatic creation of QuickBooks® Item Codes and Sub-item Codes from Autotask roles and allocation codes.
- Invoice tracking in the Autotask Invoice History, plus the ability to reprocess invoices from Invoice History.
- Autotask supports the following versions of QuickBooks®:
- US Versions QuickBooks Pro 2007 and 2008, and QuickBooks Enterprise 2008.
- UK Version QuickBooks Pro 2005 and 2008.
- Canadian Versions QuickBooks Pro 2007 and 2008.
- Australian Version QuickBooks Pro 2007.
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