4.3.1 QuickBooks Integration Overview

Integrating Presidio with QuickBooks offers the following benefits:
  • Automatic creation of QuickBooks itemized invoices (by Part) from Presidio Jobs (Job Control)
  • Automatic creation of QuickBooks itemized bills from Presidio Purchase Orders
  • Automatic update of Presidio Jobs with invoice changes and status (paid, voided, etc.)
  • Option to automatically close Presidio Jobs when invoiced
  • Option to automatically create QuickBooks customer accounts from Presidio
  • Option to automatically update QuickBooks with customer address changes
In order for the integration to function, the Presidio QuickBooks Integration option must be licensed and activated.  Contact Printers Software Support for more information.

Integration Prep >