|
|
 |
|
Calling all QuickBooks users!
Import ManagementPRO
data quickly and easily into QuickBooks,
making
your daily work even easier
than before!
Many of you requested
that ManagementPRO data be
electronically
transferred to your
QuickBooks company database.
That interface is now ready for you
to use.
 How does it work?
- As before, your QuickBooks software
is on your desktop computer in your office.
- When you initiate it,
the ManagementPRO system transfers key information from your
private ManagementPRO database to your local QuickBooks
file.
- The transfer of data only goes in ONE
direction - from ManagementPRO to QuickBooks.
- When you are ready to initiate
a transfer, you launch your Internet Explorer software, access
a secure web page, click on a button
and start the transfer.
What
set up is required to use this transfer capability?
Your ManagementPRO
coach will help you set up the system. This
includes configuring your QuickBooks Chart of Accounts so
that the ManagementPRO data can be stored correctly, as well
as
configuring your Internet Explorer and ManagementPRO.  What
Jobs are done in ManagementPRO?
Some jobs you might be
doing today in QuickBooks will move to ManagementPRO
— most of these are operationally-oriented jobs.
This allows you to take advantage of one of the most
valuable features
of ManagementPRO — job costing.
Do this Work in ManagementPRO |
Do this Work in Quickbooks |
| Create Purchase Orders
that are related to Service Calls or Installs (such as purchasing
inventory, parts, etc.) |
Create Purchase Orders
that are Overhead-related (such as buying your high-speed internet
access) |
| Maintain your list of
all Operations-related vendors |
Maintain list of other
(overhead-related) vendors (may also be stored in ManagementPRO,
if you wish to have them all in ONE place)When vendors are
added to ManagementPRO - they are routinely downloaded to Quickbooks,
too |
| Post all vendor invoices
that relate to your inventory, material charges and subcontractor
costs |
Enter all bills for overhead-related
bills, such as for your phone bill, truck leases, insurance
payments |
| |
Pay your bills in QuickBooks |
| Post hours to jobs for job costing
purposes (however, ManagementPRO job cost hours are not transferred
to QuickBooks; recall that job-related hours are not the same
as payroll hours) |
Post payroll hours here, too Do
payroll in QuickBooks or use a Payroll service |
| Cut Invoices to customers you're
your Service, installation work, and Preventative Maintenance
AgreementsCollections and A/R tracking |
The accounts receivable information
is transferred electronically to QuickBooks |
| Enter Cash Receipts |
Cash Receipt data is
downloaded to QuickBooks |
| Generate Operational
Management Reports in ManagementPRO |
Generate all Financial
Reporting here |
Sales Tax
ManagementPRO has lots of features for recording and collecting
sales tax, depending on what your state requires. However, Sales
Tax Payable information is NOT transferred automatically from ManagementPRO
to QuickBooks. ManagementPRO reports ARE available to print out
Sales Tax totals (generally payable to the State, but owed to certain
Local Cities, County and State agencies). A journal entry will
be required in QuickBooks to enter tax payable information.
What Versions of QuickBooks are compatible with ManagementPRO?
These versions of QuickBooks are compatible with
ManagementPRO:
- QuickBooks
PRO 2002
- QuickBooks Premier 2002
- QuickBooks PRO 2003
- QuickBooks Premier 2003
Call ManagementPRO at 763-717-0800 to learn more! |
|
