Quickbooks

This article relates to the following pro-Forms modules: WORK MANAGER Connecting pro-Forms® to your QuickBooks account lets you keep customers, products/services and tax codes in sync between the two systems, avoiding duplicate data entry.... Read More

This article relates to the following pro-Forms modules: WORK MANAGER To submit an invoice to your accounting package, first locate the invoice using the search tool.  This can be accessed by clicking on the 'Invoices' option... Read More

This article relates to the following pro-Forms modules: WORK MANAGER   Once pro-Forms® is connected to QuickBooks, you can import your existing QuickBooks contacts as customers rather than adding them manually. Using the menu on the left... Read More

This article relates to the following pro-Forms modules: WORK MANAGER   Importing products, services and tax codes from QuickBooks keeps invoicing in pro-Forms® aligned with your existing QuickBooks records. Using the menu on the left,... Read More