QuickBooks Online
Overview
The Zuper and QuickBooks Online integration is an excellent solution for businesses managing field service operations and accounting.
Core Features of Zuper-QuickBooks Online Integration:
- Automated Invoice Sync: Invoices created in Zuper automatically sync with QuickBooks Online, ensuring up-to-date financial records.
- Real-Time Data Synchronization: Changes in QuickBooks Online, like payment updates, are instantly reflected in Zuper, and vice versa.
- Unified Customer and Organization Management: Keep customer and organization information consistent across both systems, eliminating duplicate entries and ensuring data reliability.
Key Benefits
- Time Efficiency: Automated data transfer reduces manual tasks and saves time.
- Enhanced Accuracy: Seamlessly syncing data across platforms minimizes manual entry errors.
- Improved Collaboration: Operations and finance teams access up-to-date, consistent information, enabling better teamwork and insights.
With this integration, you can:
- Sync all your contacts, accounts, and inventory from Zuper to QuickBooks Online.
- Upon creating a Quote or Invoice in Zuper, it is synced with QuickBooks Online.
Bi-directional sync
Invoices: Invoice status is synced bidirectionally. If a payment is collected against an invoice in QBO, then the invoice will turn to paid status in QBO. This is synced back to Zuper. Similarly, the partially paid status is also synced back to Zuper.
Payments: Payments collected in QBO are synced to Zuper and vice versa.