QuickBooks 101

Welcome to Quosal’s Quickbooks Integration 101. This is three-part training series will help you install and understand Quosal’s deep, rich integration with QuickBooks for Invoicing, Estimates, Purchase Orders and more. With Quosal and QuickBooks, you have a powerful workflow capability from Quote to Order, and the ability to manage your workflow, products, reconciliation, and more.

Part 1: QuickBooks Integration Setup

This provides complete information for initial installation of Quosal and Quickbooks, initial configuration, and testing of your interface.

Part 2: Invoices and Estimates from Quosal to QuickBooks.

This session covers the quote-to-invoice process between Quosal and Quickbooks, including new product creation for Inventory, Non-Inventory, and Service-type items.

Part 3: Purchase Orders from Quosal to QuickBooks.

The subject of part 3 covers conversion of Quosal Electronic Orders to Quickbooks Purchase Orders.