A major goal with ArchiOffice 2012 was to simplify previously complex processes to make your workflow more streamlined and efficient. One process that has been significantly simplified is integration.
If you use QuickBooks in addition to ArchiOffice, your experience with transferring data between the two applications just got better with the 2012 release.
In previous ArchiOffice versions, you could transfer invoices to QuickBooks as general journal entries. This was acceptable but the process was a bit cumbersome. First, you had to create an export file. Then you had to open QuickBooks and import that file to create the journal entries. You also had to look out for duplicate or skipped entries. This was good but there were too many manual steps.
In ArchiOffice 2012, the export accounting file option is no longer available and has been replaced by a new syncing process. One piece of the process that significantly improves the data transfer reliability is the new Smart Match utility which provides an easier method of synchronizing data and eliminates duplication.
With the previous data transfer method, there was always the possibility of creating duplicate records. You had to check in QuickBooks after transferring data. This is no longer the case. The Smart Match utility is called Smart for a reason. After the initial setup, you can synchronize data between the two applications without worrying about creating duplicate entries.
The Smart Match utility provides a more elegant way to exchange data between ArchiOffice and QuickBooks. Instead of having to manually export a file and then open QuickBooks to select and import it, the integration utility exchanges data between the two applications with a click of the mouse—no need to keep track of an export file.
Transfer Invoice and Payment Detail
Previously, when you imported the ArchiOffice export file into QuickBooks, it would only create a general journal entry. This was good but more detail is always better. Once the sync settings are created, you can transfer not only invoice and payment detail but also employee data, timecards, projects and phases, clients, and contacts. All this valuable information will then be available for use in standard QuickBooks reports.
Learn More about this Utility
We know change is difficult, but we think you’ll quickly come to love the improved syncing capabilities. Additionally, the Smart Match utility is a proven BQE technology that has been tried and battle tested so you can trust the accuracy.
We highly recommend you sign up for a free webinar we’re giving this Thursday Sept. 13, ArchiOffice 101: Integrating ArchiOffice with QuickBooks, to get up-to-speed on the new integration. You’ll also learn:
- How the Data Flow Map will streamline your processing
- How to configure ArchiOffice’s sync settings
- How to use the Get and Send sync settings to make your job easier
- How to use the Smart Match utility
This webinar is designed for anyone who is interested in learning how easy it is to sync valuable data between ArchiOffice 2012 and QuickBooks. It is also a helpful tutorial for anyone already using ArchiOffice but who hasn’t had the time to start syncing with QuickBooks yet.
Don’t Have the Time?
Not to worry. Everyone that’s registered will receive a link to the recorded webinar along with all the Q&A responses.
Sign up today and learn how ArchiOffice 2012 and QuickBooks integrate. Register Now.
- ArchiOffice 2012 is Here!
- ArchiOffice-QuickBooks Integration Guides: Basic
- ArchiOffice-QuickBooks Integration Guides: Advanced