How to automate the invoice process in QuickBooks?

QuickBooks does provide invoicing automation but not to the desirable IT staffing firms’ expectations. However, QuickBooks invoice automation can be done with an add-on like CONSULT. To implement invoicing automation for QuickBooks in their accounting department, accountants can integrate it with CONSULT and achieve full-scale operational automation objectives in a cost-effective manner.

CONSULT is a wholesome invoicing automation add-on tool that was made with empowering accountants working in IT staffing firms to save time, increase productivity, improve profit levels, invoice accuracy, streamline timesheet capture, fine tune vendor management and generally keep tight control over processes that are practically difficult to achieve manually.

Integrating CONSULT is a fairly simple step and the add-on tool vendor can do it within a short time. Even accountants without IT skills can do it easily. The developers also provide support in case it is needed. The advantages of CONSULT are many: it is cloud-based, so it is independent of hardware in your office; it is delivered as SaaS making it easily accessible to a large number of employees who work remotely (consultants and subcontractors) and lastly, it is highly cost effective – $1/Invoice (requires minimum purchase).

To get the best out of CONSULT for the QuickBooks invoice automation tool, preparing ahead will help your firm to achieve 100% overnight automation. The learning curve is the least and accountants even with just a basic exposure to QuickBooks’ interface can start to deliver like professionals. Working in the background of CONSULT are multiple AI-driven technologies; and algorithms and matrices specially developed with IT staffing firms in mind.

One of the top features of the add-on tool is a centralized dashboard that has the same touch and feel as the QuickBooks interface – accountants will find it so familiar that they will not even know that behind the dashboard is total empowerment waiting for accountants. The dashboard is where accountants can set discount rate calculations, fix billing and billable rates, order tax categorization, monitor remote consultant timesheet submissions, send reminders for unpaid customer bills and generally ensure that the entire process is working smoothly.

To get the best out of CONSULT for the QuickBooks invoice automation tool, preparing ahead will help your firm to achieve 100% overnight automation. QuickBooks invoice automation can be done with an add-on like CONSULT. To implement invoicing automation for QuickBooks in their accounting department, accountants can integrate it with CONSULT and achieve full-scale operational automation objectives in a cost-effective manner.

Once accountants have completed the CONSULT-QuickBooks integration process successfully, all processes leading to generation and dispatching can be done automatically and some processes can also be strategized and scheduled so that deadlines are met without fail.

For optimal advantage, invoice preparers can take advantage of the integration by preparing a checklist as per each customer’s specifications and use for attaching documents and designing the layout of the invoice. This way your invoice will never be rejected and your firm can take advantage of quick customer payment processing.

Leave a Reply