Results & QuickBooks Integration
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The Results QuickBooks Integration (QBI) module synchronizes customer, vendor,
employee, invoice, payment and inventory data between QuickBooks and Results.
With Results QBI, you get full visibility of the financial status of each
customer, including invoices and associated payments — regardless of whether you
enter the data in Results or QuickBooks. Results QBI maximizes and verifies
profitability, boosts productivity and ensures accurate billings because contact
and financial data is only entered once. |
Integrate Results with QuickBooks:
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And Expand Your Business:
- Potential for an unlimited number of Users
- Optional Web Interface
- Advanced searching and viewing capabilities
- Extensive reporting
What happens when Results integrates with
QuickBooks?
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The Sales Team can access order and payment history.
Your Sales Team can quickly access each
customer's order history and look for opportunities to up-sell product and
services. In addition, they will have access to payment information that
will allow them to view account status and credit limit information.
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Invoices are sent as soon as billable work is completed.
Eliminate the delays between performing work and
billing. With a click of a button, your billable hours can be transferred
into an invoice that will appear in QuickBooks and Results.
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Financial and customer information is centralized in one database.
No more switching back and forth between applications! -
Quickly
transfer Timesheet information into QuickBooks.
Company resources, regardless of
how they are compensated, can use the same timesheet to track work across
customers and projects. Automatically create invoices in Results and export all
the associated information (invoices, timesheets, bills for Contractors/Vendors)
to QuickBooks.
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Duplicate data entry is eliminated!
Create invoices in either Results or QuickBooks - not in both
systems! For example, use QuickBooks for recurring invoices and Results for time-billing invoices
while maintaining comprehensive data visibility of the financial status of each customer.
- Your vendor's and customer's contact information is
automatically updated. Makes sure your invoices and
purchase orders are mailed to the correct address!
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