Integrating TrackerSuite.Net with QuickBooks Online®
The ability of TrackerSuite.Net to integrate with cloud based services such as QuickBooks Online offers organizations a robust, flexible solution that simplifies the workflow and improves the accounting processes behind Professional Services, Accounts Payable and Job Costing.
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| Feature | Target Group | Benefits |
|---|---|---|
| Online, Web based preparation and posting of professional services invoices. | Professional Services | Allows service managers to review invoices electronically before they are sent to customers. When the invoice is ready, it can be posted to QuickBooks with the click of button, without having to re-enter data. |
| Professional service revenue/backlog scheduling and forecasting. | Professional Services | Schedule and stage revenue to be invoiced. Track the expected revenue, actual revenue, and remaining revenue for contracts. |
| Instant secure access to artifacts necessary to meet project delivery. | Professional Services | Selectively enable project managers and team members to see project documentation, schedules and invoice status from any location via the Web. |
| Manage expenses with electronic approval and accounting review. | Professional Services | Expense reports are created and routed electronically for approval and review. Once approved they can be posted to QuickBooks with the push of a button. Rules and warnings are available if expense limits are exceeded. |
| Accounts Payable | ||
| Job Costing | ||
| Web based management of purchasing and vendor payment requests. | Accounts Payable | Submit and approve purchase orders and payment requests from the Web. Manage and enforce spending limits and approval work flows. |
| Job Costing | ||
| Complete project/ job costing. | Job Costing | Easily manage the financial side of projects. Track project budgets, outstanding vendor commitments, and actuals all via the Web. |
Increasingly, businesses are gravitating towards cloud based services, seeking to reduce the costs and complexity of the information systems they rely upon. The cloud offers the promise of complete business systems, assembled from multiple cloud vendors, that not only obsolete internal applications but also allow organizations to focus on their core business instead of being bogged down with IT issues such as network connectivity, backups, application lifecycles and defining IT SLAs.
TrackerSuite.Net offers integrated modules for Web based Project Management, Support Services, CRM, Time Reporting, Travel Expenses, Purchasing, Invoicing, and HR. The workflow and collaboration opportunities provided by TrackerSuite.Net, combined with the accounting and financial management capabilities of QuickBooks, creates a business system of considerable value. A system that provides organizations with a very tight, manageable cloud based solution that answers the needs of the entire enterprise, and that is also easy to implement. For example, a SMB could quickly and easily establish a robust business system utilizing Gmail, TrackerSuite.Net and QuickBooks Online.
The business system opportunities offered by the integration of TrackerSuite.Net and QuickBooks Online include:
- Utilizing TrackerSuite.Net, users can submit timesheets and expense reports against customer projects, and create invoices with customer information pulled from its CRM database. In the invoice form, accounting has the option of selectively marking billable and non-billable labor. Once the invoice is reviewed, approved and marked billed in TrackerSuite.Net, a twin invoice will be created simultaneously in QuickBooks Online. When the invoice in QuickBooks Online is marked paid, its twin in TrackerSuite.Net will be as well, simplifying the workload of accounts receivable.
- Accounts payable will experience similar automation benefits. Once a purchase order or check request is approved and posted, the information can be quickly and securely imported to QuickBooks Online with the click of a button, without the need to re-key data, saving time as well as eliminating the potential for human error.
- The Purchasing and Asset Management modules included in TrackerSuite.Net work hand in hand with each other. The purchasing module handles all phases of the requisition, approval, purchasing and receiving processes. Once the item is marked received it is automatically created as an asset and cataloged. In conjunction with QuickBooks Online capturing payment information, this application set provides organizations with a comprehensive inventory control and management solution.
In addition, organizations will enjoy the ability to configure their business system for multiple QuickBooks accounts, such as those utilized by international offices or divisions that they wish to separate for accounting purposes.
Intuit and QuickBooks Online are trademarks and service marks of Intuit Inc., registered in the United States and other countries.
