You can link Streamtime to your QuickBooks account and copy your invoices across in one click, meaning that invoices don't need to be manually re-entered in QuickBooks. Read on or skip to the end for a video walkthrough.
To setup the connection between Streamtime and QuickBooks, just head to Profile & Settings > Integrations.
Click Connect to QuickBooks.
You'll then be redirected (via horseback 🏇) to QuickBooks to enter your log in details. You'll then be requested a form of authentication (phone, email, etc) and once the details are entered, redirected again (this time via magic carpet ✨ ) back to Streamtime.
Once connected, you can select your default account codes here too.
QuickBooks Account Codes
Streamtime allows you to select specific account codes from QuickBooks against each item, saving you having to manually do this once the invoice is copied over.
You can set up and manage these within QuickBooks and these will show in Streamtime once you have connected.
Tax rates are connected to these account codes within QuickBooks itself so will pull through on the invoice.
If you work regularly with the same items and expenses, you can assign a specific account code within Master Settings to avoid you having to manually enter these each time.
Once you know how Invoicing in Streamtime works, you can create your invoices.
If you have any items or expenses built using master settings, you can see how they pull through the set account codes straight into your invoice.
When you're happy with the invoice, simply click on Copy to QuickBooks and it will be sent, meaning that invoices don't need to be manually re-entered in QuickBooks.
Your invoice will be marked with a green QuickBooks stamp, which will take you directly to the invoice in QuickBooks when clicked.
If you send the invoice to your client or manually mark the invoice as sent directly from ST, before copying the invoice to QuickBooks, the invoice will show as approved in QuickBooks. Otherwise, you can manually approve the invoice in QuickBooks itself.
You can record a payment in ST and the integration will update QuickBooks.
Within a Job, you can expand the invoices turnkey to see a summary of the invoices.
From the jobs list (Menu > Jobs), you can click on the Invoice tab and set columns/filters to access key information across all Jobs. Custom reports allow you to save your favourite list views and switch between them at the click of a button.
P.S. You can watch us talk through the QuickBooks integration in the video below.
VOILA! Couldn't be easier.... But if you have any further questions, just let us know using the Help button in your side-menu, or by sending an email to email@example.com