QuickBooks Integration

Works with 2003-current version of QuickBooks Pro, Premier, and Enterprise.

Business MGR maintains a shadow SQL database of QuickBooks info and automatically refreshes the data when exporting new data to QuickBooks. This allows for easy reporting between QuickBooks data and Business MGR data from within via secure reporting. 

Viewer: Displays

Sales Orders (Sales Orders are only supported in Premier and Enterprise versions), Invoices (by line item or header with drill down to the actual sales order/invoice), Customer Account Information (Current, 30,60,90, Over 90, Terms, Type, Sales YTD) Inventory Overall levels.
 

Export to QuickBooks:

New Customers (automatic Customer Number generation building a two-way link between records in either system); Business MGR Sold Quotes to QuickBooks as Estimates, Sales Orders or Invoices depending upon configuration; New Vendors Expense Reports to QuickBooks "Bills" for either vendor or employee.  Supports integrated project management job-costing between QuickBooks and Business MGR.
 

Integration with Quoting

Quoting uses QuickBooks Terms and ShipVia information within the Quote.  Verifies existence of each part on quote when Sold and, if configured, will automatically create a non-inventory item for those not currently in QuickBooks.
 

Credit Card Processing

Allows for manual processing of credit cards by storing credit card information securely within Quoting, and makes it available to Accounting through the user interface. Can be integrated to other processors as needed (Custom configuration).