QuickBooks Integration

Utilizing the QuickBooks Integration functionality can give your business the following advantages:

  • Keep data about customers, jobs, orders, invoices, order fulfillment, deliveries, etc. all in one place (OneSource) AND utilize the powerful accounting and payroll features of QuickBooks at the same time, without having to double enter transactions.
  • Give sales and customer service personnel in your business the ability to create and send orders and invoices and answer customer questions, all without having to get into the company's "books" (in QuickBooks).
  • Automatically export transactions from OneSource into QuickBooks. This can save time and eliminate data re-entry mistakes.

Importing data into QuickBooks is as (1) simple as selecting the desired transactions to Export on the screen shown above and then (2) Importing the transactions into QuickBooks using the menu option in QuickBooks illustrated below.

All transactions exported from OneSource are automatically imported, without any additional configuration required. It is literally a 15 second process, which can be done daily, weekly, monthly, etc.