 With smart
integration, BillQuick® and Microsoft Office Accounting (OA) make day-to-day
accounting, project management and financial management tasks easier. Critical
data can be shared between BillQuick and OA without having to enter data
twice.
BillQuick-Microsoft Office Accounting
Integration Guide <== Recommended Download
The data
integration can be done in real – time, scheduled for automated synchronization and/or you may manually perform the synchronization process whenever you wish.
Sync Settings Filters provide options that allow you to transfer all or a subset
of records by data group (e.g. Employees, Client, Time Entries, Invoices, etc.)
using powerful filters.
 BillQuick creates links between BillQuick and OA
records, making synchronization effortless. As you process data and
transactions in each application, an internal "Last Modified On"
date-time stamp keeps track of the most current record. This allows you the
freedom to modifying records in either program; when the data syncs you can
have the most current records update the older records.
When you integrate
BillQuick and OA, you gain a lot more than elimination of duplicate data
entry. BillQuick’s Projects provide much stronger features than OA Jobs. OA
does basic service billing. BillQuick provides nine contract types, including
Hourly, Fixed, Percentage, and Recurring types. Also, Time Entry is far more
flexible. Where OA offers limited employee Bill Rates, BillQuick supports
multiple employee bill and costs rates, the ability to create custom fee schedules for
projects with special bill and cost rates, and if necessary, bill and cost
rates for particular activities (services). BillQuick offers seamless
integration with OA. Synchronization between BillQuick and OA ensures data
accuracy, eliminates time-consuming manual entry, enhances your
flexibility, and increases your control over your bottom line. More
importantly, BillQuick and OA seamlessly integrate to provide a complete,
feature rich solution for professional service firms.
OA INTEGRATION
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Adds/Updates
Employees
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Adds/Updates
Vendors
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Adds/Updates
Projects
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Transfers/Synchronizes
Timesheet entries
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Transfers OA
Checks and Bills to BillQuick Expense Log
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Transfers/Synchronizes
Customer invoices
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Adds/Updates
Payments
Employees and Employees
You can transfer / synchronize
profiles of employees between BillQuick and OA. The information can be used on
reports or invoices and may be used when determining bill and cost rates on
time entries or budgets.
Vendors and Vendors:
You can transfer / synchronize
profiles of vendors between BillQuick and OA. The information can be used on
reports or invoices and may be used when determining bill and cost rates on
time entries or budgets.
Clients and Customers
You can transfer / synchronize
profiles of Clients / Customers between BillQuick and OA. This information is
used on reports and invoices.
Projects and Jobs
Project / Job screen allows you to create and maintain profiles of Projects /
Jobs. You can transfer / synchronize each Job / Project Profile between
BillQuick and OA. Project / Job information can be used on invoices in both
BillQuick and OA.
Time Entries and Time Entries
You can transfer / synchronize time
entries between BillQuick and OA. BillQuick time entry is far more flexible
than OA time entry.
Expense Log and Checks / Bills
You can transfer checks and bills from OA to BillQuick. BillQuick does not
receive OA Bills or Checks that are not related to jobs.
Invoices and Invoices:
You can transfer / synchronize
invoices between BillQuick and OA. BillQuick invoicing capabilities are far
more flexible than OA invoicing capabilities.
Payment and Payment
You can transfer / synchronize Payment information between BillQuick and OA.
You can distribute the transferred payment among multiple invoices on either a
client or project basis in BillQuick.
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