Tag: checkout

An Easy Choice This Election Season – Get Full Slate for Your Business!

by Allison DoyleBuild Your BusinessLeave a Comment on An Easy Choice This Election Season – Get Full Slate for Your Business!

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

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Introducing Checkout– Bookkeeping’s New Best Friend

by Stephanie BowkerAnnouncementsLeave a Comment on Introducing Checkout– Bookkeeping’s New Best Friend

Now you can checkout customers and easily keep track of payments for appointments in QuickBooks Online. All the details from your appointment book — like who came in when, what services were rendered and how the client paid — flow from Full Slate into QuickBooks with the click of a button. After an appointment, you can take and record payment with the choice to email or print a receipt for your client. Add a tip, apply sales tax, even give a discount to your favorite clients, we’ll do all the math.

If you have enabled Client Payments and take deposits or payments online, those transactions also automatically sync to QuickBooks. You’ll continue to see price and amount paid by the client online in appointment details, and when you check out after the appointment, it will automatically apply the deposit and calculate the balance due.

Bonus – if you’ve configured a credit card processor for client payments, you’ll be able to charge a card during checkout.

If you haven’t setup client payments or prefer to use another merchant service or external POS, you can still record the payment without actually charging the card in Full Slate. To check out this new feature, go to your “Schedule” tab in Full Slate, open an existing appointment, and click the register icon.

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At this time, you must have a QuickBooks Online account and have the QuickBooks sync turned on within your Full Slate account to use the checkout feature. If you have a QuickBooks account but have not set up sync, simply go to Setup > QuickBooks Sync and click the “Connect to QuickBooks” button.

If you do not have a QuickBooks account, click HERE to learn more and set up a free 30-day trial.

For many common questions on the new “Checkout” feature, please take a look at our Help Center. If you have any additional questions or trouble, feel free to reach out to support by clicking on the “Support” link in your Full Slate account. We’re happy to help!

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