QuickBooks Online

Connect QuickBooks Online and MarineOps sends every invoice there — line items, part numbers, quantities, prices, customer and payment — so you never type an invoice twice. You can also pull your existing QuickBooks customers and products into MarineOps when you start.

Connect

1. Open Settings → QuickBooks and click Connect QuickBooks.
2. Sign in to QuickBooks (Intuit's own sign-in page — MarineOps never sees your password) and choose your company.
3. You're sent back to MarineOps, connected.

Bring in what's already in QuickBooks

• Import Customers from QuickBooks — names, emails, phones and addresses. Customers stay linked, so their future invoices go to the right QuickBooks customer.
• Import Parts from QuickBooks — products and inventory items with part numbers, cost, price and quantities.

You'll see a preview before anything is imported.

Sending invoices

• Automatically: tick Send invoices to QuickBooks automatically whenever a payment is taken. An invoice goes over the first time it gets a payment — paid in full or not (a deposit, a warranty deductible, a part payment) — with the payment method and reference number, so it's in QuickBooks when you make the deposit. Invoices already in QuickBooks just get their new payments added; internal invoices are skipped.
• By hand: send any invoice (or an estimate from a repair order) to QuickBooks from its page.

The QuickBooks tab keeps a sync log of everything sent, so you can see what went over and when.