QuickBooks Interface
Simply Reliable Software offers an optional module that connects SmartOffice to QuickBooks and allows you to transfer data. SmartOffice can use purchase order and invoice numbers as directed by QuickBooks. Add information manually or set it to automatically send as it gets updated. Your posting preferences can be set or changed at any time.
Transferring Data
The screen below is under the Invoices feature and the “Post to QB” tab. To send the information to QuickBooks, just select the invoice and click on the “Post to QB” button to the left of each invoice row. This creates a new, sequential QuickBooks invoice number and displays it on the right, highlighted in green, providing a quick visual reference of what has been completed. If an invoice has been updated with new products or vendors all information that has not previously been recorded will be added automatically. Follow the same easy steps to update QuickBooks with your purchase orders, vendors, clients and products.
About SmartOffice by Simply Reliable
SmartOffice offers the most complete proposal, operational and financial software in the custom installation industry. From prospects to project completion, SmartOffice will create process for your company. An intuitive interface leads the user through initial customer contact, the proposal process, design, project management, labor integration and finally to accounting and billing. This information sheet focuses on the Communications feature of SmartOffice. Contact us for more information regarding the rest of our software.