Quickbooks Integration
With the Quickbooks integration, TrackAbout and Quickbooks share information and work together through a plugin to let you:
-
Create orders in Quickbooks for fulfillment in TrackAbout
-
Import invoices into QuickBooks from TrackAbout
-
Pull actual shipment information from TrackAbout into Quickbooks
Quickbooks Plugin
TheTrackAbout Quickbooks Connector can be used with:
-
Quickbooks Desktop Pro (United States Editions Only)
Quickbooks Desktop Pro Edition does not support Sales Orders and can't use TrackAbout's Integrated Order Sync functionality. You can still do deliveries, but you cannot load orders into the TrackAbout mobile app.
-
Quickbooks Enterprise (United States Editions Only)
TrackAbout integration with Quickbooks Online is not supported.
Once installed, you’ll see a new TrackAbout Quickbooks Integration option in the Company menu in Quickbooks to access the plugin’s features.
Customer Link
Create or edit a customer in Quickbooks and TrackAbout provides a link to the customer in TrackAbout.
The TrackAbout Quickbooks Connector can automatically create an Account Number in TrackAbout if one doesn’t already exist.
Item Integration
Updates are sent automatically to TrackAbout when product codes or hard good product codes are created or edited in Quickbooks.
Sales Orders
Create Sales Orders for pending deliveries to load into TrackAbout Mobile.
Import Completed Sales Orders
One-click menu item in Quickbooks to import completed sales orders.
Invoice is Auto-Generated
Automatically create invoices with updated quantities.
Sales Order Updated
Automatically flag Sales Order as invoiced.
