Accounting Integration

Job Manager has been integrated with three leading accounting software systems: Intuit's QuickBooks Pro 2001, MYOB's Accounting Plus Version10, and Best Software's Peachtree Complete Accounting 2003. This accounting integration feature offers a business the ability to transfer customer and invoice information from the Job Manager system to these accounting packages without re-keying.

After the Accounting Integration feature has been enabled and properly set up, Job Manager users will be able to:

• Transfer invoice information from Job Manager to their accounting systems without re-keying,

• Automate the distribution of an invoiced amount among several general ledger accounts based on the invoice information available to the Job Manager system, and

• Transfer customer information for customers created in Job Manager to the accounting software without re-keying, providing one-way synchronization of Job Manager and accounting system customer information.

In order to understand the setup procedures for integrating Job Manager with an accounting system, one must first understand the model on which this integration is based. The Overview chapter presents an overview of that model. Subsequent chapters will cover the setup procedures specific to particular accounting systems.