When starting out, often companies first install accounting software such as QuickBooks so that they can manage their bookkeeping. With inventory growing, new clients and location appearing, companies may find themselves in a need for more comprehensive digital platform to manage all operations processes in one place. Having such system integrated with QuickBooks is necessary to keep your operations and accounting synchronized without multiple data entry.
RigER field service management software comes with a built-in integration with QuickBooks, that allows you to move all needed information seamlessly to your accounting software, while making your oilfield service and rentals operations simple to manage from the first client call to the final invoice. With a click of a button RigER imports your QuickBooks customers, products, and tax information to QuickBooks. You can also easily export invoices from completed work orders, jobs, and service contracts, directly into QuickBooks invoices from the system.
RigER offers an easy-to-use digital platform for Scheduling Oilfield Services Faster, Dispatching Jobs Quicker, Invoicing Clients in 24 hours (vs weeks) and Getting Accurate Ticketing and Reports. With both mobile and offline capability, data is synced when service is available, reducing gaps in operations tracking.
Check the video above to see the entire integration process from A to Z: preparation, integration report and mapping table setup, classes mapping, best practices and periodically synchronization. We will show how to build mapping table. Learn how to setup integration RigER with QuickBooks Desktop and QuickBooks Online.
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