How to Configure Corrigo QuickBooks Integration Client

A new database is created by Corrigo when you purchase your IFSM (Intuit Field Solution Administration) subscription. After that, you’ll log in, enter the Setups area, and configure the system (business logo, hours of operations, special abilities, groups, solutions as well as classifications, and so on).

Then, using the “Corrigo Integration to QuickBooks Client,” you start the integration process between your IFSM and QuickBooks (Corrigo’s IFSM integrates with supported versions of QuickBooks Online as well as supported versions of QuickBooks Desktop Pro, Premier, and Enterprise). In this article, the Corrigo Integration Client will be used to describe built-in integration and how to Configure Corrigo QuickBooks Integration Client. Furthermore, it will focus on reporting and information exporting from IFSM.

What Information Can be Integrated Between IFSM and QuickBooks?

There are many options for IFSM and QuickBooks integration, some of which are shown below:-
➣ It is simple to sync active customer listings from QuickBooks with IFSM.
➣ It is possible to sync the energetic product checklist in QuickBooks with IFSM.
➣ All new clients, billings, and related documentation created in IFSM will immediately be synchronised with QuickBooks.
➣ Stock products that are included in invoices that are synced from the IFSM to the QuickBooks will be appropriately decremented.
➣ Sales orders and billings that you create in QuickBooks won’t ever appear in IFSM.
➣ If you want a job order or billing to appear in IFSM, make sure to generate them first in IFSM and then synchronise the bill to QuickBooks if you want the billing to appear in both databases.
➣ Payments made through the IFSM will sync “together” utilising the “IFSM billing” into QuickBooks in a way, so the billing within QuickBooks will automatically show “Paid” as part of the interaction between the IFSM and “QuickBooks Merchant Services” or “Web Stores.”
➣ However, IFSM payments that are made outside of the IFSM will surely need to be manually associated with the right billing inside QuickBooks.

Corrigo Integration to QuickBooks Online

This setup process is for new customers who are integrating Intuit Field Service Management with QuickBooks Online for the first time. Typically, there is only one computer in the office with the IFSM Integration Client installed.

If the QuickBooks company files are installed on a web server, the IFSM Integration Client is still typically installed on a desktop PC or laptop (not into the web server itself) and accesses the QuickBooks company files that are located on the web server.

➣ Go ahead and sign in to your Field Service Management account
➣ To access Setups/ Business/ Integration, click on the option
➣ Change the QuickBooks option for integration and choose “Online” before saving
➣ Make up your own Integration Authentication Code (4-character minimum)
➣ Select “Configure Corrigo QuickBooks Integration” from the menu
➣ Install and then activate the first-ever IFSM/QuickBooks Online integration.

See Also: Bank of America QuickBooks Integration

Click Here: POS Integration with QuickBooks Restaurants

Conclusion

Hopefully, the above article is useful for you and helps you to Configure Corrigo Integration to QuickBooks Client. In case you are stuck or need further assistance, you can feel free to reach out to our team of experts by dialling QuickBooks Customer Helpdesk. Alternatively, you can use our LIVE CHAT option for quick and precise solutions for your queries.

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