You can determine if you want to break out numbers in categories as simple as “roof” and “gutters” or get into specifics such as “GAF asphalt shingles” – it’s up to you and your team. When AccuLynx sends Quickbooks a contract, that amount can be itemized into detailed amounts based on how your accounting department operates. Know Where Your Money Is - How AccuLynx Helps You Manage Your Finances 4. Having the ability to see real-time job profitability, view order costs and processed invoices comprehensively in the job file allows your teams to stay on task, and know where a project stands at any given moment without having to confer or make requests from the office staff.
This can be extremely beneficial as your sales or GM’s manage the progress of a job. The integration also allows for the sharing and display of the financial progress on a job-by-job basis, or from an overall perspective, letting you see the real-time profitability of your business directly in AccuLynx. Reduces Human Errorīusy people can make mistakes – distracted by a phone call, or having trouble reading your sales rep’s horrible handwriting is no longer an issue when contact information is handled electronically by both systems. If something changes – such as the addition of a phone number or email – that information is duplicated in both places so everyone always has the most current details. The integration does not affect your accounting team or their processes – they continue to work in Quickbooks like always, but now, AccuLynx will handle entering of customer data and invoices for you!įor example, when a sale is made in AccuLynx, the integration pushes the customer’s information to Quickbooks automatically – accounting sees that the sale has been made and can start processing payments without having to find the Job File, or receive notification from the Sales Rep. By enabling the AccuLynx Integration, we eliminate the need for your team members to do double entry in both places – all of the data your team needs is now automatically synced to your Quickbooks account and AccuLynx will display job finances in each Job File.
#RUNNING QUICKBOOKS ON A MAC USING WINDOWS EMULATOR SOFTWARE#
If your business is already using Quickbooks, your accounting staff is most likely using that software to manage the day to day entry of contacts and the processing of bills and invoices. Benefits to Using the AccuLynx QuickBooks Integration: 1. Knowing where your money is, and how much is owed at a glance is a powerful tool for business owners, managers and sales reps.
Integrating the accounting power of QuickBooks with the project management tools provided by AccuLynx helps you accurately keep track of your job costs and open balances down to the penny.Įvery business relies on the accuracy of accounting to manage the flow of income and expenses that help define the profitability and success of an exterior contracting company.
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