CLIPxe with QuickBooks - Webinar 1

Dave Tucker goes over the basics of using QuickBooks with CLIPxe

Getting Started With Quickbooks and QCLIPxe

Quickbooks has been around since 1983. It’s one of the most trusted ways to manage finances. Hence why integrating into QCLIPxe makes it easy for you.

Before getting too in-depth, we suggest taking some Quickbooks training if you’re unfamiliar with it. We won’t cover too much of that here.

Next you’ll want to be sure you enter in all of your accounts. Be sure that you set up taxes correctly as well. CLIP needs to be able to know these values for your jobs.

After that, you’ll want to enter in all of your lists. These will correspond to all of the jobs that you will be doing and your inventory.

Next step is to add in your invoice template, customizing it as you see fit.

Lastly, you can add in your billing message you can add to your invoice.

Importing Your Quickbooks Information and Adding To It

After setting everything up in Quickbooks, you can easily import the data under Quickbook Functions.

We suggest that you set up new customers in CLIP first. Compared to Quickbooks, some things are just easier to find where to add them. For example, one such item is email invoice/do not print invoice.

A lot of customer ask why we don’t do a live sync between the two programs. To being with, Quickbooks charges you for each person using it. Compared to CLIP where multiple people can use it. Not having it live sync allows people who don’t need accounting functions to still use the software without having to by additional licenses.

If you’re paying commissions through Quickbooks, don’t forget to add your salespeople. Be sure you have them assigned on a per invoice basis. Also, be aware that Quickbooks does not let you assign multiple sales people to one invoice.

Handling Inventory and Other Material Functions

Inventory and materials are a necessary part of proper business management. CLIP offers you a lot of flexibility in the ways that you can handle materials.

To begin with, in CLIP, you can choose whether to just update the inventory or to update the inventory and add the material cost to the invoice. This will depend on if you lump the materials into the job cost or bill them separately.

Conversely, you can choose not to have CLIP updated your Quickbooks inventory at all.

If you have multiple properties that get billed to the same account, CLIP can easily handle that as well.

Setting up a master customer in CLIP gives functionality for this. Then it’s as simple as setting up the tab labeled bill to other. This will help you keep each job separated so you know what you’ve done on each property.

Using Quickbooks with your CLIP software can even help you handle prepaid accounts and setting up discounts.

Accounting can be a daunting task. Let CLIP help you take the sting out of it by integrating with Quickbooks.