Connect to QuickBooks

Now you can connect your existing Full Slate account to QuickBooks to sync client contact information.  In the past, this capability was only available to businesses who created and accessed their Full Slate accounts through Intuit App Center.  Now, any business using Full Slate can connect to QuickBooks Online or QuickBooks for Windows (2009 or later, US only) through Intuit Anywhere.

Just go to Clients > List and click the “Import & Sync” button, then follow the prompts to authorize Full Slate to access your QuickBooks data.  Once connected, clients created in Full Slate will appear in QuickBooks and vice versa.  Plus any updates to contact info like name, email, phone, and address will be automatically synchronized – so no more double data entry!

Unlike most features in Full Slate, the integration with QuickBooks is an add-on that costs a little extra. Intuit charges $5/month to connect to QuickBooks, so we have to pass this charge on to cover our costs.  But hopefully it’s a small price to pay for the convenience and time savings.

For more information and detailed instructions on connecting to QuickBooks, see our online manual.

Posted in New & Improved Tagged with: ,
11 comments on “Connect to QuickBooks
  1. As a person who will never use complicated financial software (and there are many of us,) I would like to see contact information integrated with the two main types of address books on Mac and PC. The calendars already integrate, which is cool, so how about the address book? 🙂

  2. Chris says:

    Sorry, there’s no sync option for Mac Address Book or Outlook right now. I’ll pass on the request to our product development team.

  3. Kala Smith says:

    is there anyway of importing client info into a Simply Accounting program???

    • Chris says:

      Kala – There’s a “Export” button at the top of Clients > List that downloads all of your client contact info from Full Slate into a CSV file that you can then import into other applications.

  4. Jeni says:

    Its a great feature however would be nice to not have to pay a fee for it. considering that you should be able to sync without paying fees.

  5. Chris says:

    I hear you, Jeni.  Unfortunately, Intuit charges to connect other apps to QuickBooks.  🙁  Wish we could offer it for free, but Full Slate has to pay $5/mo for access to your data. Sorry!

  6. Samara says:

    will there ever be a “Checkout” feature? So we can keep all transactions for treatments/services and product sales?

  7. Grace says:

    I am trying to add Gift Cards to my Website and was wondering if Full Slate will ever offer that service?

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