This question from the BillQuick User Forum, a BQE community site, may help you save time by streamlining the posting of information from BillQuick to QuickBooks (or Peachtree).
Hi – Is there a simple way to send a payment recorded in BillQuick over to QuickBooks? Does the invoice need to exist in QuickBooks first? I’m basically using QuickBooks now as my general ledger and for company reports, and don’t have a need to sync all of the other info such as clients, projects, employees, etc. This seems redundant since BillQuick already handles this data. It would be nice to be able to send recorded payments directly into the QB ledger.
I’m currently using BillQuick 2010 basic and QuickBooks Pro 2011. The connectivity has been established between them.
Thanks for any thoughts you may have on this issue.
Best,
Chris
To send payment, you need to send the invoice first.
To send the invoice, you need to send the Project, Employees, Activity Codes and Expense Codes.
To send the Project, you need to send the Client.
The trick is to use the Send All menu and be done in a single click.
- SQ
Editor’s Comment:
SQ’s response concisely lays out the relationship of information. A project or job is not just a record in BillQuick or QuickBooks. It is related to a client. An invoice is related to a project in BillQuick, and you want that same association in QuickBooks. The same for the employees whose activities and expenses are billed on the invoice. The activities (service items) and expense codes (other charge items) have general ledger accounts assigned to them. These associations are critical for accurate and complete financial information in QuickBooks.
The “trick” here is the big time saver: One click.
Of course, you can use On-Schedule (set up a reminder in Global Settings) and Real-Time synchronizing options too.
Do you have a question? Join the BillQuick User Community and as others or leave your question here.
