We are now seamlessly integrated with QuickBooks Online, one of Australia’s seriously EasyTM online accounting software for small businesses.
We are constantly working to make the process for progress payments, simpler, faster and cheaper. That is why we have developed an integration with QuickBooks. This integration means less frustration for you and more time to focus on what matters. Invoices are created instantly in QuickBooks – either upon claim submission or claim approval, it’s your choice!
And of course, being Progressclaim.com, we’ve made it super simple to use. Here’s a screen-by-screen walkthrough showing how quick and easy it is to get Progressclaim.com integrated and working with QuickBooks.
Next time you log into your favourite claims management software click on your name in the top right and in the dropdown, select My Account.
In your “My Account” page, select the last tab “Add-Ons”, then click ‘QuickBooks Integration”
Next, click “Connect to QuickBooks”, this step may take a few seconds so wait until the next screen appears.
When you connect you’ll be taken to the QuickBooks login page for you to authorise Progressclaim.com to share data with your QuickBooks account. Once authorised you will automatically return back to Progressclaim.com where you have to select whether you want your QuickBooks Invoice generated upon claim submission or claim approval. Click “save default values”.
In your Contract Summary Page, link the Respondents Name to the respective name in QuickBooks.
Next time you login to QuickBooks you will be able to see your invoice that has automatically generated in “Open Invoices”.
Next time you’re in the application and have a suggestion, feedback or just a question click on this icon: and you will immediately start a chat with someone from our Customer Support team. Let us know what you’ve got to say and we’ll get back to you – we love hearing from our users!
We’re committed to having the global industry standard in payment claims software – and the best customer support to go with it. We will continue to make enhancements in the coming weeks and months, so please keep those good ideas coming.
Contract Administrator, BUILT