Integrating software systems provides various advantages to enhance operational efficiency, improve decision-making processes, and effectively accomplish objectives.
QuickBooks
QuickBooks is a widely used accounting software, offering a range of features designed to simplify financial management tasks for businesses of all sizes. This is a comprehensive accounting solution that helps businesses manage their finances more efficiently. FieldSync costumes with QuickBooks account can integrate the two together to streamline Invoicing & Billing.
Only the Account Administrator can initiate the integration.
Begin in the Admin Portal and select Settings, then Integrations.
Press the ‘Connect’ button.
In the resulting pop-up enter the QuickBooks account login credentials and follow the prompts on the screen.
To import Customers from QuickBooks, press ‘Import Customers’ within Manage Integration.
Successful integration will be indicated by ‘Connected’ in the upper right corner of the integration box. And an email will be received, confirming the integration.
The QuickBooks integration can be undone at any time via ‘Manage Integration.’
Integrating QuickBooks with FieldSync will result in the importation of Products & Services along with Customers. These two items will be pulled into FieldSync and can be viewed under Pricebook and Customers respectively.
In addition, if Customers or Pricebook items are added or updated within FieldSync these changes will be reflected within QuickBooks.
Helcim Payment Processor
Payment Processing enables Technicians to create invoices in the field and accept credit card or ACH payments from customers on-site. Payments can either be entered directly into the Technician Mobile App, eliminating the need for follow-up invoicing or by Coordinator in the Back Office. This is achieved via partnership with Helcim.
After Payment Processing has been enabled, a Helcim account needs to be created. This can be performed directly within the FieldSync settings, under Integration.
Click ‘Register’ to access the Helcim sign up page.
Information required for Helcim registration:
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Business Information
- Company name
- Tax ID number
- Contact information
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Payment Processing Information
- Industry and busines structure
- Estimated monthly volume and processing history
- Payment methods you intend to accept - in person and/or online
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Personal Info
- SSN and Name
- Government ID (Driver license, passport, etc.)
After completing the initial sign up with Helcim, please allow 24-48 hours for the approval and underwriting process on their end. Helcim will contact you to schedule onboarding and training within their portal once approval takes place.
Once the Helcim account has been approved, an API key will be automatically generated to initiate the link with FieldSync. The API key will not require any action from you. The connection will be visible once established.
This completes the integration.