InkSoft, Albuquerque, N.M., recently introduced a new QuickBooks Online option. This new feature makes it possible to export combined invoices and orders from InkSoft into a QuickBooks Online account or to the installed desktop version, for exporting as a physical file and importing into QuickBooks. Users just click on their preferred communication option.
If users choose QuickBooks Online, after completing a simple procedure in InkSoft authorizing the establishment of a secure connection with Intuit/QuickBooks, they’ll be able to send a confirmed invoice and order data that’s generated inside InkSoft directly to their QuickBooks online account.
Once the function is enabled, they can go under Orders, filter for confirmed invoices/orders, approve entries and move them to QuickBooks.
Individual or multiple orders can be selected and the information about any confirmed order or invoice will be passed over to the QuickBooks Online account in seconds, after which users will receive a notification that the transaction has been successfully processed.
Users can track open invoices, balances, and actions and data concerning discounts, late payment arrangements, sales tax and shipping under Open Invoices.
The video, shown above, demonstrates the new feature.
For more information, visit inksoft.com. — L.M.
