BlogProduct News / Invoicing

Streamline Your Invoicing with Programa and QuickBooks Integration

Product Update
Programa
Programa
Updated: 29 May 2024

Goodbye Fragmented Financial Management

 

In the fast-paced world of interior design, managing invoices and financial processes can be a daunting task. Without a unified system, you might face issues like:

  • Manual Data Entry: Spending too much time on repetitive tasks.
  • Errors and Inconsistencies: Increased risk of mistakes and mismatched data.
  • Inefficient Workflow: Difficulty tracking invoice statuses and payments across different platforms.
Connect your QuickBooks account through your account settings.

Build Connected and Efficient Processes

Integrating Programa with QuickBooks addresses these issues by offering a seamless, connected system that:

  • Simplifies Invoicing: Automatically creates draft invoices in QuickBooks when generated in Programa.
  • Tracks Invoice Status: Marks invoices as 'Sent' in QuickBooks once sent from Programa.
  • Updates Payments: Synchronizes payment status updates across both platforms.
  • Matches Contacts: Identifies matching client contact details to prevent duplicate entries, creating new contacts if necessary.
  • Imports Tax Rates: Allows you to import all your tax rates from QuickBooks into Programa.
Select Import to instantly display all tax rates from QuickBooks.

Meet The Programa x QuickBooks Integration

With the Programa x QuickBooks integration, you can streamline your invoicing process and maintain a cohesive workflow. Here’s how it works:

  • Draft Creation: Generate an invoice in Programa, and it automatically appears as a draft in QuickBooks.
  • Invoice Sent Status: Once sent from Programa, the invoice is marked as 'Sent' in QuickBooks.
  • Payment Tracking: Payments made via the provided link update the invoice status to 'Paid' in both systems.
  • Contact Matching: The integration checks for matching client contacts, creating new ones if none exist.
  • Importing Tax Rates: Easily import all your tax rates from QuickBooks into Programa.
Select your QuickBooks income account when creating invoices in Programa for seamless syncing..

Experience the benefits of connected invoicing and workflow management with Programa and QuickBooks today. This integration ensures your financial management is efficient, accurate, and effortless.

Upgrade your studio's financial processes with the Programa x QuickBooks integration and focus more on what truly matters—your business.

Get started with Programa x Quickbooks

Read the guideStart free

Related articles

Shared Invoices: Client Dashboard
Product News / Client DashboardProduct News / Invoicing

Share Invoices to Your Client Dashboard

Get Paid Faster and Simplify Invoicing
Programa
2024-10-28
Product News / InvoicingProduct News / Schedules

Introducing New Advanced Tax Settings

Product Update
Programa
2024-06-04
Product News / Invoicing

Introducing Customisable Currency and Measurement Settings

Product Update
Programa
03 July 2024
Reading: Quickbooks Integration is Now Live, Product Update
Try Programa for free with a 7 day trial

Try Programa for free with a 7 day trial

Join the world’s best studios

In the fast-paced world of interior design, efficiency and streamlined processes are crucial. Programa is thrilled to announce its seamless integration with QuickBooks, offering a revolutionary way to manage your invoicing and overall workflow. This integration connects all your essential financial processes in one place, allowing you to focus more on your business and less on administrative tasks.

How Does the Programa x QuickBooks Integration Work?

The integration between Programa and QuickBooks is designed to be intuitive and efficient. Here are the key features and benefits:

  • Draft Creation: When you create an invoice in Programa, it automatically generates a draft in your QuickBooks account, saving you time and reducing manual data entry.
  • Invoice Sent Status: After sending an invoice from Programa, it's marked as 'Sent' in QuickBooks, ensuring consistency and up-to-date records across both platforms.
  • Payment Tracking: Programa updates the invoice status to 'Paid' in both systems when a client makes a payment via the provided link, simplifying your payment tracking process.
  • Contact Matching: The integration matches client contact details between Programa and QuickBooks to avoid duplicate entries. If no match is found, a new contact is created in QuickBooks.
  • Importing Tax Rates: You can easily import all your tax rates from QuickBooks into Programa, ensuring accurate tax calculations and compliance.

By integrating Programa with QuickBooks, interior designers can streamline their invoicing processes, reduce the need for manual data entry, and maintain a cohesive workflow. This powerful integration makes financial management more efficient, accurate, and effortless.

Experience the transformative benefits of connected invoicing and workflow management with Programa and QuickBooks. Simplify your financial processes and reclaim more time to focus on your core business activities today!