QuickBooks
To import from QuickBooks you must have an existing QuickBooks company and authorization to use the QuickBooks module in RouteTech.
Accounts in RouteTech are vendors in QuickBooks because in RouteTech receipts are collected at locations which belong to an account. Once RouteTech has summed up and split the receipts according to your agreement/lease it then creates a bill to be paid to a QuickBooks vendor. If the account/vendor does not already exist in QuickBooks, RouteTech will create both the vendor and bill.
- Log in to RouteTech
- Navigate to the Account List (Accounting/Account/Index)
- Click the "Import From QuickBooks" button.
- You'll be sent to a QuickBooks page where you'll need to supply the credentials to sign in to your Online company.
- Once you've signed in to your company, you'll be sent to another page requesting authorization for RouteTech to connect with your company. Click the "Connect" button if all the information is correct.
- RouteTech will then download your accounts and create locations for them. If the account already exists RouteTech will update it.
RouteTech has a five stage processing algorithm that computes the QuickBooks bill amount . See payment processing section for more details.
Once RouteTech has calculated the payment/bill amount according to your agreement/lease it then creates a bill to be paid to a QuickBooks vendor. If the account/vendor does not already exist in QuickBooks, RouteTech will create both the vendor and bill.
- Log in to RouteTech
- Navigate to the Account List (Accounting/Account/Index)
- Click the link to the account that you want to create the payment for.
- You'll be sent to the account edit form. Click the "Calculate check" button
- Once the payment has been calculated. Click the "Export to QuickBooks" button if all the information is correct.
- RouteTech will then upload the invoice/bill.
If the vendor already exists RouteTech will update it.
Software for commercial vending routes.