10/25/2021 0 Comments Autotask Outlook Extension For Mac
IMPORTANTE Because of a security update, all users must upgrade to the Autotask Outlook Extension version 3.4.2.0 when they receive the Autotask PSA. It does not support Outlook for Macs. The Autotask MS Outlook Extension supports English versions only of Outlook 2007, 2010, 2013, 2016 y 2019 en Windows con el Service Pack ms reciente.
Autotask Outlook Extension Free Cursors OrAutomatically find and apply discounts when you shop online2 Table of Contents The Autotask QuickBooks Extension 4 Initial Setup 6 Enable Autotask Access to QuickBooks 7 Import QuickBooks Customer Records into Autotask 10 Import Data and View Import History 12 System Settings That Impact QuickBooks Users 18 Inventory Synchronization and Purchase Order Transfer 22 Import an Inventory File into Autotask 24 Synchronize Inventory 26 Transfer and Update Purchase Orders 28 Purchase Order Data Mapping 30 Transfer Invoices 33 Map Autotask Billing Items to QuickBooks 35 The Item Mapping Page: Select Naming Convention for Transferred Billing Items 37 Populate Autotask Lists with QuickBooks Items 42 Use the Tilde for Mapping Sub-Items 45 Map to a QuickBooks Inventory Item 47 Assign a QuickBooks Financial Account 49 Invoice Template Setup for Transfer to QuickBooks 51 QuickBooks Field Map 53 Set Invoice Preferences for QuickBooks 58 Calculate Taxes in Autotask and Transfer Them to the QuickBooks Invoice (US Versions of QuickBooks only) 60 Transfer Process 64 Parent-Subsidiary and Job-Level Invoicing Autotask Corporation l of 88It covers the uninstall procedure for a Windows computer, or for an Apple Mac computer. Input Tools lets you type in the language of your choice. Create and save drawings at the click of a button. Use a large collection of free cursors or upload your own. Fun custom cursors for Chrome. Workplace Desktop for Windows includes the Outlook plugin.Autotask - Only with tabs.In Autotask, they Manage their customers, vendors and prospects Manage their sales and forecasting Set up the Autotask contracts that govern the billing of products and services Schedule and manage services delivery Track both billable and non-billable time Procure products and track inventory Report on travel expenses Approve, post and invoice all billable items QuickBooks picks up where Autotask leaves off. If the Enable Contact Integration check box is checked on the Contacts tab of the MS Outlook Extension configuration window, you have the option to transfer contacts from Autotask PSA to Outlook.To enable calendar integration, do the following: From the Autotask tab, on the Autotask ribbon, click Options.The MS Outlook Extension - Options window opens.3 Transfer Expense Reports 71 Map Resources 72 Map Expense Categories to QuickBooks Accounts 74 Transfer Expense Reports to QuickBooks 78 Transfer the Payroll Summary Report 82 Map Resources 83 Map Payroll Time Categories 85 Transfer Payroll to QuickBooks 86 Transfer Logs 87 Index Autotask Corporation l of 884 The Autotask QuickBooks Extension Overview Autotask customers who use the QuickBooks integration run their business in Autotask, but do their financial accounting in QuickBooks. SECURITY All Users About transferring contacts from Autotask to Outlook.Refer to "Transfer Expense Reports" on page 71. Refer to"transfer Invoices" on page 33 You transfer expense reports generated in Autotask, and reimburse resources for travel expenses from QuickBooks. Refer to "Inventory Synchronization and Purchase Order Transfer" on page 22 You transfer the invoices generated in Autotask, and manage your receivables in QuickBooks. Usb 150n driver for mac os xSupported QuickBooks Versions The QuickBooks Extension supports English Internet Explorer in 32-bit mode in Windows only Autotask Corporation l of 885 The Contracts module supports other browsers, but Internet Explorer is required to transfer invoices, purchase orders, expense reports and payroll summary reports to QuickBooks. Information is always sent from Autotask to QuickBooks, not the reverse. All transfer options work independently. Refer to "Transfer the Payroll Summary Report" on page 82. It can automatically create customers from invoice information. It will automatically send Autotask invoices, customer information, and billing codes to QuickBooks Online. Currently, the Autotask QuickBooks Online integration does not support all the features of the standard Autotask QuickBooks integration. Autotask provides Customer Support. This integration is based on, and hosted by, the itduzzit cloud-integration platform. When payments are received in QuickBooks Online, the integration will update the payment status and payment date in Autotask. After successfully adding an invoice into QuickBooks Online, the integration will update the invoice number in Autotask. Optionally, you can send or re-send an individual invoice to Quick- Books Online. The first time Autotask tries to access your company file (for example when you open the Item Mappings page or attempt to transfer an invoice) QuickBooks will display the following authorization window Autotask Corporation l of 889 Click Properties to view the access rights settings: 2014 Autotask Corporation l of 8810 Import QuickBooks Customer Records into Autotask If your company has been using QuickBooks for some time before implementing Autotask, and will begin transferring invoices from Autotask to QuickBooks, you will create duplicate customer records in QuickBooks if the QuickBooks "Customer Name" field does not exactly match the Autotask "Company Name" field. Once the QuickBooks Extension is configured, you will need access to the Autotask Contracts module to transfer a purchase order, invoice or expense report, and access to the Reports module to transfer the Payroll Summary Report. To enable this access, you must be logged into both QuickBooks and Autotask with Administrator security level. Review the system setting settings that impact data transfer to QuickBooks Refer to "System Settings That Impact QuickBooks Users " on page Autotask Corporation l of 887 Enable Autotask Access to QuickBooks Administrator Required Security Levels Autotask must have access to your QuickBooks company file to transfer purchase orders, invoices, expense reports or the payroll summary report. Follow the instructions in "Import Data and View Import History " on page 12 to import your customer list. This will ensure that zip codes with leading zeros will not lose the zero. On the Excel spreadsheet, select (highlight) the Zip Code column and from the Excel menu, select Format > Cells > Text. The selected fields are exported to an Excel spreadsheet. Must be changed to "Customer" in the import template, or set as the default in the Importer. Phone Alternate Phone 1 Contact Alternate Phone Fax Fax Street 1 Address 1 Contact Address 1 Street 2 Address 2 Contact Address 2 City City Contact City State State Contact State Zip Zip Code Contact Zip Code Country Country Contact Country Customer Type Rep Custom Fields, as desired Company Type. Last Name Title First Name Middle Initial Last Name Phone Phone Contact Phone Alt. Field Selection and Mapping The following table shows the QuickBooks fields you should export and how they must be mapped to Autotask Company and Contact fields: 2014 Autotask Corporation l of 8811 QuickBooks Field Name Map for Company Import Map for Contact Import Customer Company Name Company Mr, Mrs First Name M.I. This ensures that new customer names will be identical in both applications, and you will not create any duplicates.
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