iPoint is a project management software that runs almost every aspect of your business. From sales and service to purchasing and invoicing to inventory and time tracking, iPoint does it all… almost!
While we are experts at project management and job costing, we have chosen to work with QuickBooks to take care of the heavy lifting for Accounts Payable and Financial Statements. Afterall, Intuit has been specializing in financial software for nearly 40 years. Let’s let them do what they do best.
So, iPoint synchronizes data and information to QuickBooks to let them shine at what they do.
This section of the iPoint manual describes how iPoint and QuickBooks communicate or sync with each other, whether you are using the desktop or online version of QuickBooks. In some instances, there are some minor differences in how information syncs. And we’ll describe those in each section as necessary.
QuickBooks Sync
There are two types of sync that occur between iPoint and QuickBooks, data and transactions.
- Data is the details that both software platforms share about Customers, Items, Vendors, and System Info. Think of data as the common language spoken between iPoint and QuickBooks.
- Transactions are the business documents that help us make money and spend money.
- For customers, we are referring to invoices and payments. This is where you make money.
- Vendor transactions are purchase orders. Yup, where you spend money.
- Sandwiched somewhere between customer and vendor transactions is the tracking of Inventory. Inventory adjustments are made in iPoint and get pushed to QuickBooks on customer invoices and vendor purchase orders.
OK, now that you know what syncs, let’s dig into the details about how things work.
Data – click the appropriate link to understand which specific fields in iPoint correspond with their counterpart fields in QuickBooks.
- Customer Data
- Item Data
- Vendor Data
- System Data
Transactions – click the related topic link to see how iPoint transactions affect QuickBooks.