3 Reasons to Sync Your Invoicing Software to QuickBooks

When it comes to your business’ bottom line, it pays to improve your day-to-day business operations. By syncing your invoicing software to QuickBooks, your team...

# of Minutes to Read

FacebookTwitterLinkedInShare

When it comes to your business’ bottom line, it pays to improve your day-to-day business operations. By syncing your invoicing software to QuickBooks, your team can automate invoicing and billing, create inventory and payroll from work orders, save on office hours and more, all while improving cash flow.

Integrating QuickBooks into your invoicing software goes beyond daily management by allowing your team to personalize payment methods and get the job done faster. By syncing your field service software with Intuit QuickBooks, your invoicing can be done before the trucks get back. 

Here are three reasons to sync your invoicing software to QuickBooks today. 

1. Automated Invoicing

With instant invoicing, businesses report up to 20% improvement in their payment cycles. By syncing your invoicing software with QuickBooks, your team can send PDF and Excel versions of invoices to customers directly from the job site. Invoices can include parts, labor, terms and conditions and, with an integration system, customers appreciate the clear breakdown of the cost of service by item and price. Without integration, when your team becomes flooded with work orders, it may be a week or more before invoices are sent to customers. By syncing QuickBooks with RazorSync, you can capture signatures and send invoices to customers before your technicians leave the job site. 

More payment methods means money in your account faster. As more and more customers pay with credit cards, debit cards and ACH bank transfers, QuickBooks allows your business to accept payments via online invoices! By automating invoicing, you can set up recurring invoices 37% faster with customers you bill regularly, so you can focus on what matters most. QuickBooks allows you to personalize an invoice template to your business by adding your logo and brand colors to send customers tailored invoices within minutes. Skip repetitive, manual invoicing—syncing your invoicing software with QuickBooks gives you the ability to upload files and import hundreds of invoices in one go.

2. Automated Quick Notifications

By syncing with QuickBooks, all information about time spent on the job, materials used, and work done for your business is electronically recorded and transferred online via smartphone, tablet or desktop. When you partner with RazorSync, QuickBooks allows you to verify time on location with GPS tracking. This integration process allows technicians to include notes, photos and customer signatures in the electronic record, resulting in fewer errors and higher customer satisfaction. With QuickBooks for RazorSync, you can avoid late payments with automated payment reminders, see when customers view invoices, and get real-time alerts when they pay.

3. Billable Hours

When it comes to billing, information collected on the job site updates your QuickBooks Intuit payroll, invoicing, inventory and customer records. Billable hours and items are then applied to the correct customer account as invoices are created automatically. By syncing your invoicing software, you can automatically add billable hours to invoices with Google Calendar, TSheets or with QuickBooks time tracking! Get time back in your day and stop manually entering data for invoices – accelerated billing saves your business time and makes it easy to duplicate similar invoices for multiple customers.

Ready to sync QuickBooks with the industry’s #1 rated field service software? Try RazorSync free for 14-days to get started! For more information, contact one of our pros to learn more.

Related Articles

View All Articles
FacebookTwitterLinkedInShare