Configure Corrigo QuickBooks Integration Client

When you buy your IFSM (“Intuit Field Solution Administration”) membership, Corrigo provides a brand-new database. Afterward, you’ll log in, gain access to the Setups location, and set up the system (business logo, hours of operations, special abilities, groups, solutions, classifications, and so on).

After that, you trigger the integration between IFSM and your QuickBooks using “Corrigo Integration Client” (Corrigo’s IFSM incorporates sustained variations of “QuickBooks Online ” and supported versions of “QuickBooks Desktop” Premier, Pro, or Enterprise).

In this write-up, we are going to describe built-in integration using the Corrigo Integration Client. Additionally, it is going to concentrate on reporting and also information exporting from IFSM.

What information can be integrated between IFSM and QuickBooks?

There are plenty of options for QuickBooks integration with IFSM, some of them are mentioned below:

1. Active customer listing in QB can be easily synced to IFSM.
2. Energetic product checklist in QB can be synchronized to IFSM.
3. After creating new clients or billings, or documents related to IFSM, all of them will be synchronized right into QB.
4. Invoices syncing from IFSM to QB, consisting of stock products, are going to decrement those stock products appropriately inside QB.
5. Sales orders, as well as billings you produce inside QB, are going to never show up in IFSM. In case if you desire a job order or billing to show up in IFSM, then make sure to create them first in IFSM and later on also synchronize the bill to QB, in case you desire that the billing should show up in both the databases.
6. Being a fragment of IFSM’s integration with “QB Merchant Services” or “Web Stores” payments made from the IFSM are going to sync “together” using the “IFSM billing” right into QB in a way, so the billing within QB will certainly reveal “Paid” without added initiative.

Nevertheless, IFSM payments made beyond the IFSM will undoubtedly have to be manually connected with the proper billing inside QB.

Integration with QuickBooks Online

This configuration procedure is for new clients that are incorporating Intuit Field Service Management with QuickBooks Online for the very first time. The IFSM Integration Client is generally set up on just one computer system in the workplace.

If the QuickBooks company documents are installed on a web server, the IFSM Integration Client is, nonetheless, usually set up on a desktop computer Personal Computer or laptop computer (not into the web server itself) as well as accesses the QB Business documents that lie on the web server.

1. Log right into your Field Service Management membership. Click Setups/ Business/ Integration.
2. Modify the Integrate with QuickBooks alternative as well as select “Online” as well as Conserve.
3. Produce your very own Integration Authentication Code (4-character minimum).
4. Click On “Configure Corrigo QuickBooks Integration.”
5. Set up and run the first-time integration between IFSM and QuickBooks Online.

Need Professional Help?

Are you facing any problems while integrating Corrigo QuickBooks Integration? If you are having any issues, then let us help you with the integration of the Corrigo QuickBooks Integration Client Support. Our highly experienced team of experts is always ready to serve you with a prompt response to any query. To help you resolve your questions, call QuickBooks Technical Support Toll-free number smbaccountants.com.