Integrating PropertyBoss and QuickBooks

Course Overview

This Basic Training Course provides clients with an understanding of core PropertyBoss concepts and features related to the integration of PropertyBoss and QuickBooks. Taught in a one-on-one web based format, the course is designed to enable clients to set up the communication and mapping of the PropertyBoss software and the client's QuickBooks files.

Course Outline

Setting Up the Accounting File

• Determining the Accounting Method
• Locating the Path to QuickBooks file and/or PropertyBoss Remote
• Selecting Class Structure

Importing the General Ledger Setup

• Creating Required Accounts in QuickBooks
• Importing Chart of Accounts, Vendors and Classes
• Mapping Transactions
• Defining Transaction Set
• Identifying Obsolete Transactions Setup Preferences

Using the Interface

• Viewing PropertyBoss Transactions
• Identifying "Already Sent" Transactions
• Verifying Transactions Include Green "OK"
• Filtering Transaction and Items to be Sent

Assigning Properties/Owners Company Files

• Identifying Location of Accounting File and Transaction Set on the Property Notebook
• Identifying Location of Accounting File and Transaction Set on the Owner Notebook

Classes

• Explaining Process of Sending Classes From PropertyBoss to QuickBooks
• Identifying Location of Assigning Classes on the Property or Owner Notebook

Course ID: SvcWeb42

This Basic Training Course provides clients with an understanding of core PropertyBoss concepts and features related to the integration of PropertyBoss and QuickBooks. Taught in a one-on-one web based format, the course is designed to enable clients to set up the communication and mapping of the PropertyBoss software and the client's QuickBooks files.