Graphic illustrating quickbooks integration with field service software

Why Your Field Software Needs QuickBooks Integration

Both QuickBooks and field service software can be game changers for your business. Combine the two and you can drastically optimize your business operations. Choose a field service software with QuickBooks integration to save hours of work each week in these key areas:

  • Data Entry
  • Paperwork and Filing
  • Bookkeeping and Finance
  • File Management and Retrieval

Use this article to explore how a QuickBooks integration works and discover the countless ways it can transform your field service business.

How QuickBooks Integration Works With Field Service Software

Developers code an integration into the backend of your field management software. This allows information to transfer between your app and QuickBooks seamlessly and instantly. You’ll spend less time on manual entry because all information will flow automatically between the two.

As we explore this integration, we will focus most on the capability of QuickBooks instant sync. Software that integrates QuickBooks instant sync will share data instantly between the two programs.

The more commonly found integrations like delayed-sync (or batch-sync) and other types of laggy integrations are where syncing is not instantaneous. Even though all integrations help share information between programs, we’ll show you why instant sync is far superior.

Your Field Service Software NEEDS QuickBooks Integration

Here are four ways a field service software featuring QuickBooks integration with instant sync can help your field service business:

1. Save Time and Trees

Using field service software that includes QuickBooks integration may save your office staff approximately 15-20 hours each week. How? By cutting out the mundane task of manually entering data from stacks of paperwork or copying data by hand from one software into an accounting program.

Because of this, your office manager or techs only need to enter data once for it to instantly sync between platforms. This new streamlined process saves you from the unsightly mess of paper stacks waiting to be manually entered into software. A QuickBooks integration will help your office become greener (and less cluttered)!

2. Instant Transactions

Depending on your field management app, transactions in the field could flow right into the QuickBooks billing system. This allows office staff to stay on top of accounting at all times with the most up-to-date information available instantly.

Using real-time integration, the moment you send an invoice to QuickBooks, it’s there for your entire staff to see. Now you can take the guesswork out of invoices, outstanding accounts and more.

3. Avoid Double Data Entry

Say goodbye to the burden of paperwork double-entry with QuickBooks instant sync.

Enter information once and it updates in both your field management software and QuickBooks. Office staff won’t need to enter additional information from one place to another, or think twice if the data they’re seeing is accurate and up-to-date.

But what if there is a mistake in an entry? The best field service software paired with QuickBooks integration means you can fix that error in one place and that change will be updated everywhere instantaneously. Now there is no need to track down multiple records to correct due to one slip up.

4. Track and Manage Inventory

QuickBooks sync ensures that your inventory is accurately counted and priced within the best field service software. Because of this feature, no one has to guess how much inventory is at the office or in the warehouse. Your integration ensures that your team has that information in real time.

If your field service software also has a mobile app, techs can check the status of inventory from their phone or tablet while in the field, on the job, or anywhere with a signal. This reduces windshield time by eliminating extra trips to the office or warehouse for materials.

Don’t Have QuickBooks?

A field service software with QuickBooks integration is a powerful tool that creates accounting efficiencies. However, if you are not currently a QuickBooks user, the thought of switching your system may seem overwhelming.

While it does take a little work upfront, QuickBooks would help streamline your accounting and supercharge your operations. If you are interested in signing up with FieldEdge, our team can help you incorporate QuickBooks into your workflow as well.

You NEED FieldEdge With QuickBooks Integration and Instant Sync

FieldEdge invented the first full QuickBooks field service software integration in 1999. More than twenty years later, we are a QuickBooks platinum partner providing you the best integration available.

Learn more about how much FieldEdge’s QuickBooks integration can help your field service business.

See how FieldEdge and QuickBooks Instant Sync can supercharge your field service business. Book your FREE personalized demo today!

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Related: How Techs Can Increase Revenue With a Field Service App


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