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Motive Power has a built-in
interface to Intuit's QuickBooks Pro 2002 or better (U.S. versions
only). The purpose of this integration is to keep you from having to enter
the same data twice.
Once you turn on this interface
and set up the needed associations, Motive Power will automatically post
your invoices and accounts receivable entries to QuickBooks as you finalize them. Motive Power will also
post any partial payments to QuickBooks.
Each Motive Power customer can be
associated with a QuickBooks customer or customer job. You can make this
association in three ways: by pointing a Motive Power customer at a
QuickBooks customer; by copying customers from QuickBooks to Motive Power,
or by copying Motive Power customers to QuickBooks. This means you can add
new customers either to Motive Power or to QuickBooks, then easily copy them
to the other program. You can start with either QuickBooks or Motive Power
and add the other program at any time without having to re-enter customer
information.
Charge customers need an explicit
association, so that invoices finalized in Motive Power can automatically
flow into QuickBooks as accounts receivable invoices. Non-charge customers can have
explicit associations too, but not this is not required.
There are several other settings
that need to be made just once in Motive Power. Making these associations
generally involves picking QuickBooks items or accounts from dropdown lists
within Motive Power.
When you finalize a charge invoice
in Motive Power, it automatically generates an Invoice in QuickBooks. When
you finalize a non-charge invoice in Motive Power, it automatically records
a Sales Receipt in QuickBooks.
Partial payments in Motive Power
are processed as Sales Receipts in QuickBooks. When you finalize a ticket
that includes a partial payment, the resulting transaction in QuickBooks
contains a line item reversing out the partial payments total. QuickBooks
will display the sales figures of finalized Motive Power invoices broken
down by parts, labor, and sublet without
regard to any partial payments.
If you own QuickBooks Pro 2002 or
better (U.S. versions only), you can check out Motive Power and its
interface to QuickBooks by downloading our free
demo. After you install the Motive Power demo, be sure to read the
QuickBooks info in the help file included with the demo. Turn on the
QuickBooks interface in the demo and check it out for yourself! |