QuickBooks
Push a signed agreement to your books: the invoice, the recurring billing, and a check that the two still agree.
HootQuill does not invoice anybody. QuickBooks does that, and it is the system your accountant, your bank feed and your tax return already agree with. What this connection does is stop you rekeying an agreement into two places — and make sure what QuickBooks is billing matches what somebody actually signed.
There are three things to get right, in this order:
- Connect the company file, and know what HootQuill will and will not touch in it.
- Link each client and catalog item to its counterpart in your books, so invoices post to the right customer and the right income account.
- Push agreements, and understand what gets created — particularly the end date on every recurring template.
- ConnectingWhat HootQuill reads, what it writes, and what it will never touch in your books.
- Linking clients and itemsMatching your records to the ones already in QuickBooks, and why a wrong match is the expensive kind of mistake.
- How billing worksInvoices, recurring templates, paying up front or as it runs, and why every agreement has an end date.
Something here wrong or missing? Tell us — a page that confused you will confuse the next person too.