QuickBooks Integration
Sync customers, invoices, items and stock with QuickBooks
Customer, invoice and item records are kept in step between QuickBooks and SenangUrus 360, with stock quantity, purchase price and sale price carried across for newly created items. Expenses synchronise against the payment and deposit accounts you choose. Several QuickBooks accounts can be connected at once, and tax codes and asset accounts are set in the module.
Functions in this module
- Two-Way Record Synchronisation
- Customer Synchronisation
- Invoice Number Sync
- Item Synchronisation
- Inventory Stock Sync
- Expense Account Mapping
- Tax Code Selection
- Item Asset Accounts
- Multiple QuickBooks Connections
- Duplicate Name Matching
- Automatic Synchronisation
Where it fits on the platform
Customers and items created through sales or stock movement are written into QuickBooks and linked to existing records rather than duplicated. Invoices carry their numbers and tax totals across, so the amount on the customer record matches what accounting holds.
Finance teams and bookkeepers who run the ledger in QuickBooks while invoices, customers and stock are recorded in SenangUrus 360.
Included in SenangUrus 360
- Runs on the same database as finance, stock, sales and people records.
- Role-based permissions, so access is granted module by module.
- Delivered with implementation, data setup and training by our team.
Often used with quickbooks integration
About the QuickBooks Integration module
01/Is QuickBooks Integration included in SenangUrus 360?
02/Can we run this module on its own?
03/What does setup involve?
04/Can it be tailored?
See QuickBooks Integration on your own data
We will run one of your real transactions through the module in a 45-minute session, so you can judge it against the work you do today.