QuickBooks Step 4

Integration Part 3-Testing

1. Add the “QB Not Synced” to your ROOFLINK dashboard, navigate to your dashboard by selecting the ROOFLINK logo, select the group you would like to add the QB Not Synced widget to; select the lower gear icon, select add widget, type QB in the field, select “QB Not Synced” from the drop down.

   1. Navigate to and select the QB Not Synced Widget

   2. Nominate a customer and select “Sync QB” in the estimate column

   3. Navigate back to your QuickBooks and verify the nominated customer estimate exist in QuickBooks as an invoice.

   4. Payments, Work Orders, Material Orders will all populate QuickBooks based on the synchronization rules outlined in Integration: Part 1.

 

Integration General Rules

1. Existing Jobs (already approved) in ROOFLINK will require a manual estimate sync since they are already past the “Push Estimate to QB upon” milestone. All future job approvals will be synced automatically to QuickBooks upon ROOFLINK approval, or the milestone outlined in Integration: Part 1 item e.

2. Changes made to the estimate after an initial sync will require a manual sync. The manual sync can be initiated from the Estimate page under checklist, or from the QB Not Synced widget.

3. Payments will not sync to QuickBooks until approved.