Connect Quickbooks to AGG SMART
You can connect Quickbooks Accounts. This will enable AGG SMART to mark jobs paid on AGG SMART when you receive payment in Quickbooks .
It will also bring customer credit limits and account balances across from Quickbooks to AGG SMART so you can see a customers financial position before putting an order onto the system.
To connect Quickbooks to AGG SMART, go the the Admin section on AGG SMART and click the "Connect Accounts" button:
Related Articles
Connect Xero Accounts to AGG SMART
You can connect Xero Accounts. This will enable AGG SMART to mark jobs paid on AGG SMART when you receive payment in Xero. It will also bring customer credit limits and account balances across from Xero to AGG SMART so you can see a customers ...
Quickbooks Online Credit Limits
AGG SMART can show customer credit limits when booking in a job. Quickbooks does not output the credit limit through its API, so we need a work around. So, if you update the customer's FAX number with the credit limit, then AGG SMART will use that as ...
Importing Invoices into Quickbooks
Please see below some instructions for importing into Quickbooks. First of all we need to update the settings to AGG SMART can provide the invoice number, that is done by selecting “Custom Transaction Numbers” in the settings. Then on AGG SMART do a ...
Check Column
The check button allows you to edit a job after it has been completed. You can change all parts of the delivery (eg. quantity, time on site, extras, price per unit, etc). This allows you to amend the order before you send out an invoice or import ...
Xero Credit Limits
AGG SMART can show customer credit limits when booking in a job. Xero does not output the credit limit through its API, so we need a work around. So, if you update the customer's Xero Network Key with the credit limit, then AGG SMART will use that as ...