How to Integrate Tradify with QuickBooks?
Tradify is a job management software that helps businesses in managing their jobs, quotes, invoices, and schedules all in one place. It provides businesses with a real-time view of active jobs as well as their employee location, enabling them to schedule jobs faster, dispatch with ease, and quickly communicate with customers and their teams. Additionally, it offers an online timesheet feature, which allows businesses to track tasks, and jobs, add billable and non-billable hours, record time, and easily issue invoices. In this article, we will explain how to integrate Tradify with QuickBooks.
What Are the Advantages of Integrating Tradify with QuickBooks?
Here are the benefits of integrating Tradify with QuickBooks.
- Automatically synchronizes invoices, bills, suppliers, payments, and customers to QuickBooks.
- Offers various customizable quote templates and allows users to turn their quotes into invoices and jobs.
- Enables users to switch easily between estimates and quotes with different document styles.
- Includes a quote reminders feature, which automatically sends emails to follow up on quotes that have not been responded to by clients.
How to Integrate Tradify with QuickBooks?
Follow the given steps to integrate Tradify with QuickBooks Online.
- Log into your Tradify account.
- Navigate to “Settings” and select “Integrations.”
- Click on the “QuickBooks” box.
- Click on the “Login to QuickBooks” button. You will be redirected to the QuickBooks Online login page.
- Log into your QuickBooks Online account using your credentials.
- Click on the “Authorize” button. Once authorized, you will be redirected back to Tradify.
- Select the appropriate account codes for labor, materials, bank account, and purchases, and click “OK.”
- Finally, enable the presets according to your business requirements.
Apps4Rent Can Help with Tradify and QuickBooks Integration
The integration between Tradify and QuickBooks provides businesses with a comprehensive solution for managing jobs and accounting processes, which saves time, reduces errors, and offers real-time insights, thus leading to increased efficiency and improved financial control.
As an Intuit Authorized Hosting Provider, Apps4Rent offers a range of QuickBooks cloud hosting plans and hosts it from highly secure top-tier SSAE 16 data centers located in New York and New Jersey. With our vast experience in third-party integrations, we can help you achieve a smooth and hassle-free Tradify and QuickBooks integration at no additional cost. Call, chat, or email our experienced cloud consultants, who are available 24/7 for inquiries.
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