QuickBooks Integration for CounterGo
Streamline your estimating process by connecting your estimates to your accounting to collect and track payments.
You are winning more jobs with CounterGo. Now make it simple to invoice.
The QuickBooks Integration with CounterGo helps you export orders from CounterGo to QuickBooks so you can send an invoice, collect payments, and track it in your bookkeeping. This means less data entry for faster and easier accounting, while reducing the risk of costly errors.
QuickBooks integration is included free with CounterGo!
QuickBooks Integration
Integration Key Features
- Export Orders to QuickBooks Invoices or Estimates
- Full control over which Orders get exported
- One-way communication from CounterGo to QuickBooks keeps all your accounting information secure
- Exported Orders that are changed in CounterGo can be updated in QuickBooks
- Multiple ways to view and track the status of exported Orders
- Map customers to existing ones, or create new ones directly from CounterGo at export
- CounterGo Payments can be exported to QuickBooks Invoices
- Account and Order addresses are exported to QuickBooks as Billing and Shipping addresses
- Easy item, tax rate, and tax code mapping
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QuickBooks Integration FAQs
Which versions of QuickBooks does CounterGo integrate with?
Our integration works with most online and desktop versions of QuickBooks. However, there are a few rare exceptions. If you are having trouble setting up QuickBooks, please contact our support team at support@moraware.com.
Is the QuickBooks integration included in my CounterGo subscription?
Yes, QuickBooks integration is included.
How does the QuickBooks integration feature work?
Our QuickBooks integration feature lets you export Orders from CounterGo, eliminating the need for double entry, making accounting fast, and reducing the risk of costly errors.
For more information, we have a video demo and an overview article that detail how this feature works. We also have a QuickBooks integration section in our Knowledge Base, with set-up instructions and much more.
Do you integrate with any other accounting systems besides QuickBooks?
QuickBooks is the only accounting system currently integrated. If you wish to track payments from another system, you can manually post the payment records.