This Tuesday, the U.S. will choose its next President, and we won’t even go into that today – but if you’re looking for an easy choice this November, we have one for you: Get Full Slate for your business!
Full Slate is a comprehensive appointment scheduling software that helps small businesses with everything from appointment scheduling and reminders, to credit card payments, class sign-up, staff scheduling, client reviews, and more.
Not only does Full Slate help take the stress out of scheduling, it also syncs with QuickBooks, allowing your scheduling software choice to communicate seamlessly with your accounting software. You can record payments and give up manually entering data!
This QuickBooks integration is so important, we wanted to go into a bit more detail today. Two of our most Frequently Asked Questions about this process are:
Can I Sync My Client Contact Info with QuickBooks?
The answer is: yes! With QuickBooks Sync, your client list is shared, so clients within Full Slate appear in QuickBooks, and vice versa. This means all their contact info, including name, email, phone, address, and any client notes.
Before you sync, it’s also a good idea to backup any client information within Full Slate, which you can do under CLIENTS > LIST.
Can I Sync My Payment Transactions to QuickBooks?
Again, yes! Full Slate will automatically sync your payment transactions entered via Checkout each time you save a transaction. That means that when you open QuickBooks, your transaction should immediately show up.
If you go the opposite direction, and change something in QuickBooks, such as modifying a sales tax rate, you’ll need to go into Full Slate’s menu SETUP > QUICKBOOKS SYNC and click “Synchronize now” to see those changes reflected in Full Slate. You also may need to refresh your browser.
Note: transaction sync works one-way from Full Slate to QuickBooks, so any transactions recorded or modified in QuickBooks cannot be synced to Full Slate.
To read more about the QuickBooks Sync and Checkout integration with Full Slate, click here.
To try Full Slate for free, sign up for our trial! No credit card is required, and there’s nothing to install! Plus, we offer free setup and support. Check it out: https://www.fullslate.com/try-free-online-scheduling