Integrating the accounting power of QuickBooks with the project management tools in AccuLynx’s roofing app help you accurately keep track of your job costs and open balances down to the penny.
Roofing businesses rely on accurate accounting to manage the flow of income and expenses that help define their profitability and success. Knowing where your money is and how much is owed at a glance is a powerful tool for business owners, managers, and sales reps.
3 Benefits to using the AccuLynx QuickBooks integration:
Benefit #1: eliminate double data entry
If your business is already using Quickbooks, your accounting staff is most likely uses the platform to manage day-to-day contact entry and billing and invoice processing. By enabling the QuickBooks and AccuLynx integration, you eliminate the need for your team members to do double entry in both places – all of the data your team needs is now automatically synced to your Quickbooks account and AccuLynx will display job finances in each Job File.
The integration does not affect your accounting team or their processes – they continue to work in QuickBooks like always, but now, AccuLynx will handle the entering of customer data and invoices for you!
For example, when a sale is made in AccuLynx, the integration pushes the customer’s information to QuickBooks automatically – accounting sees that the sale has been made and can start processing payments without having to find the Job File, or receive a notification from the Sales Rep. If something changes – such as the addition of a phone number or email – that information is updated in both places so everyone always has the most current details.
AccuLynx’s integration with QuickBooks is what we like the most–it automatically pulls the customer file in so we aren’t doing double data entry.
Susan Fye | VP of Business Operations | ReRoof America
Benefit #2: see the big picture
The integration also allows for the sharing and display of the financial progress on a job-by-job basis, or from an overall perspective, letting you see the real-time profitability of your business directly in AccuLynx.
This can be highly beneficial as your sales or GMs manage the progress of a job. The ability to see real-time job profitability, order costs, and processed invoices comprehensively in the job file allows your teams to stay on task, and know where a project stands at any given moment without having to confer or make requests from the office staff.
Benefit #3: Manage contract amounts and item codes
When AccuLynx sends QuickBooks a contract, that amount can be itemized into detailed amounts based on how your accounting department operates. You can determine if you want to break out numbers in categories as simple as “roof” and “gutters” or get into specifics such as “GAF asphalt shingles” – it’s up to you and your team.
What does the integration NOT do?
1. Access other business finances
AccuLynx and QuickBooks are still two separate programs. AccuLynx will only have access to financial information for specific jobs that it shares with QuickBooks. Salaries, business expenses, and other financial information not related to a job is not used by AccuLynx at all.
2. All access permission
Sales Reps are only able to see progress on their assigned Jobs, and the company administrators can further restrict their visibility using AccuLynx’s permission settings. For instance, maybe you don’t want your sales reps to be able to see job profitability, but you DO want them to see the balance due on a job. AccuLynx can do that!
3. Charge by location
Whether your company operates out of one office, or many across the country, your account is only billed once to enable the Quickbooks Integration.
3 QuickBooks & AccuLynx best practices:
Best practice #1: online versus desktop
The online version of QuickBooks automatically syncs with the AccuLynx Integration, and updates constantly in real-time. For users who have the Desktop Version, it’s important to know that Intuit QuickBooks does not allow for external integrations with their Mac-based version. If you have to have your bookkeeping department on a Mac, we recommend using a Windows emulator, or installing the PC version on a local server.
Best practice #2: setting up your desktop sync
AccuLynx and QuickBooks Desktop share data via an application called the “web connector”, which can be set to run automatically. While you can set this to run as frequently (or not) as you like, we recommend not setting it any less than 10 minutes.
Best practice #3: multiple locations & QuickBooks classes
Suppose your company operates out of multiple locations. In that case, you might consider setting up QuickBooks Classes – these codes can itemize your invoices with a customized category, such as “residential”, “commercial”, or even for different cities or states if needed. You have the option to have all of your locations feed into a single QuickBooks account or to separate ones, depending on how your company operates.
Simplify your accounting process with AccuLynx’s integration with QuickBooks
The accuracy of your accounting plays a large role in the success of your business. The QuickBooks and Acculynx integration works to simplify your roofing company’s accounting process and assist by managing the flow of income and expenses.
You can contact our sales or customer support teams for more information if you have questions about AccuLynx’s integration with QuickBooks or other tools in AccuLynx.
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We would like to set up a demo to see if this makes sense for our business currently
Hi Lauren – We’d be happy to get you set up with a demo of the QuickBooks integration! You can always reach out to your customer success manager with questions about new features and product updates. They’ll be able to help you get a demo scheduled.
Is there some kind of training available as our office staff has been running into issues with how Quick books and Acculynx “Talk” to each other?
Hi Justin – We do offer training and other support options! Here’s the link to our support page: https://acculynx.com/support/. You can also reach out to them by phone at 608-473-3800 or by email at firstname.lastname@example.org
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