QuickBooks Link

Using the Commit-QuickBooks Link you can run your computer services business more efficiently. It was designed to simplify routine business, accounting and financial management tasks. With the Commit-QuickBooks Link, you only need to enter data once and it will appear in both Commit 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 Commit and QuickBooks and ensure data accuracy, enhance your flexibility, and increase your control over your bottom line.

This user manual will help you use the features included in the Commit-QuickBooks Link module.

The Commit-QuickBooks Link includes the following features:

Customers

• Import all your QuickBooks Customers into Commit
• Changes made to QuickBooks Customers can be synchronized with Commit
• Create a new Customer in QuickBooks based on a selected Commit Account
• Create links between existing Commit Accounts and QuickBooks Customers to automate synchronization between them
• Send and receive updates for selected Accounts/Customers

Vendors

• Import all your QuickBooks Vendors into Commit
• Changes made to QuickBooks Vendors can be synchronized with Commit
• Create a new Account in Commit based on a selected QuickBooks Vendor
• Create a new Vendor in QuickBooks based on a selected Commit Account
• Create links between existing Commit Accounts and QuickBooks Vendors to automate synchronization between them
• Send and receive updates for selected Accounts/Vendors

Items

• Import any/all of the following QuickBooks Items into Commit:
  • Service Items => Labor Items in Commit
  • Inventory Parts => Products/Parts in Commit
  • Non-Inventory Parts => Products/Parts in Commit
  • Inventory Assembly Items => Products/Parts in Commit
  • Other Charge Items => Expenses in Commit
• Changes made to QuickBooks Items can be synchronized with Commit
• Create a new Item in Commit based on a selected QuickBooks Item
• Create a new Item in QuickBooks based on a selected Commit Item
• Create links between existing Commit Items and QuickBooks Items to automate synchronization between them
• Send and receive updates for selected Items

Invoices

• Generate QuickBooks invoices based on charges entered in Commit
• Generate invoices at different levels:
  • Account - Invoices generated at the Account level may include any charges linked to this account, its contracts and tickets.
  • Contract - Generating an invoice at the Contract level may include only charges which are linked to this specific contract
  • Ticket - Generating an invoice at the Ticket level may include only charges which are linked to this specific ticket
• See total unbilled pending charges according to Account, Contract and Ticket
• Select which charges to include in the invoice
• Create a QuickBooks invoice directly from the Account, Contract, or Ticket windows
• View all charges included in a QuickBooks invoice by filtering charges by the invoice reference value

Getting Started

To enjoy the benefits of the Commit-QuickBooks Link you first need to set it up. The setup is a user-friendly process that walks you through all the necessary steps to completion.

Please note that currently Commit synchronizes with the following versions and editions of QuickBooks:

The following US versions of QuickBooks are supported:

• QuickBooks Pro 2009
• QuickBooks Premier 2009
• QuickBooks Enterprise 2009
• QuickBooks Pro 2008
• QuickBooks Premier 2008
• QuickBooks Enterprise 2008
• QuickBooks Pro 2007
• QuickBooks Premier 2007
• QuickBooks Enterprise 2007
• QuickBooks Pro 2006
• QuickBooks Premier 2006
• QuickBooks Enterprise 2006
• QuickBooks Pro 2005 - QuickBooks Premier 2005
• QuickBooks Enterprise 2005 - QuickBooks Pro 2004
• QuickBooks Premier 2004

Note for QuickBooks 2009 users:
CommitCRM 4.5, or above, is required to integrate with QuickBooks 2009.
Commit-QuickBooks Link uses a single currency. Multi-currency is not supported.

The following Canadian versions of QuickBooks are supported:

• QuickBooks Canada Pro 2008
• QuickBooks Canada Premier 2008
• QuickBooks Canada Pro 2007
• QuickBooks Canada Premier 2007
• QuickBooks Canada Pro 2006
• QuickBooks Canada Premier 2006
• QuickBooks Canada Pro 2005
• QuickBooks Canada Premier 2005
• QuickBooks Canada Pro 2004
• QuickBooks Canada Premier 2004

The following UK versions of QuickBooks are supported:

• QuickBooks UK Pro 2008
• QuickBooks UK Pro 2006
• QuickBooks UK Pro 2005
• QuickBooks UK Pro 2004

The following Australian versions of QuickBooks are supported (*):

• QuickBooks Pro 2008/09
• QuickBooks Premier 2008/09

• The integration with QuickBooks Australia was tested and works in US compatibility mode.

[multi user mode is supported]