To begin with, all BillQuick editions – Basic, Pro and Enterprise – integrate with the following QuickBooks editions:
- QuickBooks Pro and Premier editions (we do not support QuickBooks Plus)
- QuickBooks Enterprise Solutions
- QuickBooks Canadian Edition
- QuickBooks UK Edition
- Reckon Accounts
Did You Know?
There are some differences between QuickBooks and BillQuick that need to be understood in order to ensure smooth and accurate data integration. BillQuick is project-centered and supports a hierarchical structure while as QuickBooks is client-centered and uses a flat project structure. Now here are some interesting and must-know facts about the data integration between BillQuick and QuickBooks.
1. BillQuick creates a log that records the events and exceptions involved in data synchronization with QuickBooks. It flags this log file with a date stamp.
2. Real-Time Synchronization means that data integrates between BillQuick and QuickBooks when you update a record in either program. Real-Time Synchronization is completely automatic and requires no action on your part. However, you will need to specify this option in the QuickBooks Integration Wizard or QuickBooks menu only once and then from that point onwards, data is synced automatically.
3. Because QuickBooks does not require the same fields of data as BillQuick, and because it may not track the same data as BillQuick (does not have the same fields), BillQuick inserts placeholder data in the required fields—FromQuickBooks.
4. QuickBooks does not require default Bill Rate and Cost Rate values for employees, while BillQuick does. When employee data is transferred from QuickBooks to BillQuick, you will be prompted to update the Bill Rate and Cost Rate in BillQuick. By default, the value is set as $1 for both. For proper job costing and billing, these rates should be updated before using BillQuick for time tracking.
5. In QuickBooks, addresses are entered in four one-line fields, while in BillQuick fields are assigned for each component of the address. To ensure accuracy and consistency during data transfer, make sure your address in QuickBooks is entered according to the U.S. Postal Service Standard.
6. Expense Log entries and vendor bills can be sent from BillQuick to QuickBooks, but QuickBooks can accept them only as vendor bills. When employee expenses (reimbursable) are sent to QuickBooks as bills, BillQuick prompts you to pre-define an Employee ID to Vendor ID switch.
7. Pending invoices in QuickBooks cannot be transferred to BillQuick. Draft invoices in BillQuick do not transfer to QuickBooks.
8. It is not necessary to transfer time and expense details to QuickBooks in order to send detailed invoices.
9. Invoices and Payments in QuickBooks should be linked to Jobs, not Customers. This is because BillQuick is job or project-centric, and invoices and payments are associated with the jobs and not directly to the client. In QuickBooks you can associate invoices and payments directly with the client. In order to get these invoices and payments, BillQuick will create a project on the fly based on the client and associate all these transactions to this project.
10. When transferring client and project retainers to QuickBooks, it saves them as Client Credits in a liability account. These liability accounts are created on the fly during the integration process or you can assign them in the BillQuick-QuickBooks Integration Settings screen (Project Accounts section).
Please see the detailed Integration Guide for more.