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CommitCRM-QuickBooks Link |
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Run your computer services business more efficiently with our QuickBooks-compatible software designed to simplify routine business, accounting and financial management tasks. |
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With the CommitCRM-QuickBooks Link, you only need to enter data once and it will appear in both CommitCRM and QuickBooks. This feature not only saves you the time of manually entering data, but it also minimizes the problems of duplicate, redundant and wrong data common to manual data entry. Now you can synchronize your data between CommitCRM and QuickBooks and ensure data accuracy, enhance your flexibility, and increase your control over your bottom line. |
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CommitCRM-QuickBooks Link features: |
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Customers |
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Import all your QuickBooks Customers into CommitCRM |
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Changes made to QuickBooks Customers can be synchronized with CommitCRM |
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Create a new Customer in QuickBooks based on a selected CommitCRM Account |
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Create links between existing CommitCRM Accounts and QuickBooks Customers to automate synchronization between them |
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Send and receive updates for selected Accounts/Customers |
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Vendors |
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Import all your QuickBooks Vendors into CommitCRM |
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Changes made to QuickBooks Vendors can be synchronized with CommitCRM |
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Create a new Account in CommitCRM based on a selected QuickBooks Vendor |
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Create a new Vendor in QuickBooks based on a selected CommitCRM Account |
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Create links between existing CommitCRM Accounts and QuickBooks Vendors to automate synchronization between them |
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Send and receive updates for selected Accounts/Vendors |
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Items |
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Import any/all of the following QuickBooks Items into CommitCRM: |
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Service Items => Labor Items in CommitCRM |
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Inventory Parts => Products/Parts in CommitCRM |
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Non-Inventory Parts => Products/Parts in CommitCRM |
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Inventory Assembly Items => Products/Parts in CommitCRM |
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Other Charge Items => Expenses in CommitCRM |
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Changes made to QuickBooks Items can be synchronized with CommitCRM |
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Create a new Item in CommitCRM based on a selected QuickBooks Item |
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Create a new Item in QuickBooks based on a selected CommitCRM Item |
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Create links between existing CommitCRM Items and QuickBooks Items to automate synchronization between them |
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Send and receive updates for selected Items |
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Invoices |
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Generate QuickBooks invoices based on charges entered in CommitCRM |
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Generate invoices at different levels: |
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Account - Invoices generated at the Account level may include any charges linked to this account, its contracts and tickets |
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Contract - Generating an invoice at the Contract level may include only charges which are linked to this specific contract |
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Ticket - Generating an invoice at the Ticket level may include only charges which are linked to this specific ticket |
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See total unbilled pending charges according to Account, Contract and Ticket |
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Select which charges to include in the invoice |
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Create a QuickBooks invoice directly from the Account, Contract, or Ticket windows |
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View all charges included in a QuickBooks invoice by filtering charges by the invoice reference value |
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Frequently Asked Questions |
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Which versions of QuickBooks are supported? |
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The following US versions of QuickBooks are supported: |
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- QuickBooks Pro 2012 (requires CommitCRM 5.5 or above) |
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- QuickBooks Premier 2012 (requires CommitCRM 5.5 or above) |
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- QuickBooks Enterprise 2012 (requires CommitCRM 5.5 or above) |
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- QuickBooks Pro 2011 (requires CommitCRM 5.5 or above) |
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- QuickBooks Premier 2011 (requires CommitCRM 5.5 or above) |
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- QuickBooks Enterprise 2011 (requires CommitCRM 5.5 or above) |
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- QuickBooks Pro 2010 |
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- QuickBooks Premier 2010 |
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- QuickBooks Enterprise 2010 |
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- QuickBooks Pro 2009 |
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- QuickBooks Premier 2009 |
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- QuickBooks Enterprise 2009 |
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- QuickBooks Pro 2008 |
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- QuickBooks Premier 2008 |
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- QuickBooks Enterprise 2008 |
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- QuickBooks Pro 2007 |
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- QuickBooks Premier 2007 |
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- QuickBooks Enterprise 2007 |
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- QuickBooks Pro 2006 |
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- QuickBooks Premier 2006 |
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- QuickBooks Enterprise 2006 |
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- QuickBooks Pro 2005 |
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- QuickBooks Premier 2005 |
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- QuickBooks Enterprise 2005 |
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- QuickBooks Pro 2004 |
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- QuickBooks Premier 2004 |
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Note for QuickBooks 2009, or above, users:
CommitCRM 4.5, or above, is required to integrate with QuickBooks 2009.
CommitCRM-QuickBooks Link uses a single currency. Multi-currency is not
supported. |
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The following Canadian versions of QuickBooks are supported: |
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- QuickBooks Canada Pro 2012 |
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- QuickBooks Canada Premier 2012 |
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- QuickBooks Canada Pro 2011 |
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- QuickBooks Canada Premier 2011 |
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- QuickBooks Canada Pro 2010 |
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- QuickBooks Canada Premier 2010 |
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- QuickBooks Canada Pro 2009 |
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- QuickBooks Canada Premier 2009 |
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- QuickBooks Canada Pro 2008 |
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- QuickBooks Canada Premier 2008 |
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- QuickBooks Canada Pro 2007 |
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- QuickBooks Canada Premier 2007 |
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- QuickBooks Canada Pro 2006 |
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- QuickBooks Canada Premier 2006 |
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- QuickBooks Canada Pro 2005 |
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- QuickBooks Canada Premier 2005 |
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- QuickBooks Canada Pro 2004 |
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- QuickBooks Canada Premier 2004 |
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The following UK versions of QuickBooks are supported: |
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- QuickBooks UK Pro 2012 |
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- QuickBooks UK Premier 2012 |
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- QuickBooks UK Pro 2011 |
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- QuickBooks UK Premier 2011 |
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- QuickBooks UK Pro 2010 |
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- QuickBooks UK Premier 2010 |
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- QuickBooks UK Pro 2008 |
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- QuickBooks UK Pro 2006 |
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- QuickBooks UK Pro 2005 |
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- QuickBooks UK Pro 2004 |
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The following Australian versions of QuickBooks are supported*: |
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- QuickBooks Australia Pro 2012 |
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- QuickBooks Australia Premier 2012 |
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- QuickBooks Australia Pro 2010/11 |
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- QuickBooks Australia Premier 2010/11 |
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- QuickBooks Australia Pro 2009/10 |
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- QuickBooks Australia Premier 2009/10 |
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- QuickBooks Australia Pro 2008/9 |
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- QuickBooks Australia Premier 2008/9 |
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* The integration with QuickBooks Australia was tested and works in US compatibility mode |
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[multi user mode is supported] |
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Are Item prices updated in CommitCRM when running the Item update sync from QuickBooks? |
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Yes, Item prices are updated in CommitCRM so that all products/parts charges you enter will have the most up to date price. |
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Is it possible to create a Customer record in QuickBooks based on one of the Accounts in CommitCRM? |
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Yes, with one click a Customer record can be created in QuickBooks based on Account data in CommitCRM. |
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Can I select to import only Active QuickBooks customers into CommitCRM? |
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Yes. During the import/update process you can select the records for handling. |
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Can I use CommitCRM-QuickBooks Link from every PC on my local network? |
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Yes. CommitCRM-QuickBooks Link can be used from any PC on a LAN where CommitCRM and QuickBooks are installed. |
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After installing CommitCRM-QuickBooks Link, can I use CommitCRM on PCs where QuickBooks is not installed? |
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Yes, CommitCRM will continue to run normally on all PCs where QuickBooks is not installed. All CommitCRM users will be able to use Customer and Item data which has been synchronized from QuickBooks. |
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QuickBooks should be installed on PCs that will need to run the synchronization option. |
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What are the technologies involved in the CommitCRM-QuickBooks Link? |
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We use modern API technologies offered by QuickBooks and use a direct API level interface. This means no import/export of .iif files are required to move data in and out. |
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Can I use CommitCRM-QuickBooks Link with a trial version of QuickBooks? |
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No. It is designed to work with a registered version of QuickBooks. |
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Can I evaluate CommitCRM-QuickBooks Link? |
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Yes. Starting from version 3.6, CommitCRM installation includes everything needed to run a 30 day trial of CommitCRM-QuickBooks Link. You may need to install some QuickBooks components if they have not already been installed. You may also need to contact our customer support to receive your trial codes. |
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Note: It is important to ensure that your version of QuickBooks is the most updated version available. Refer to your QuickBooks documentation for instructions on downloading and installing updates. |
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