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QuickBooks Link

Agency Customers QuickBooks Link

QuickBooks Link

Link the Aqua Schedules customer account to a QuickBooks customer account to quickly synchronize invoices.

Customer Sync

Each Aqua Schedules customer should be synced with a QBO customer account. Navigate to the Customers Tab, select the customer you want to sync from the list and then click Customer QuickBooks Link. You'll see a drop down list that you can use to link to an existing customer account. If you don't currently have a customer account in QBO you can click the green button Create New Customer Account. This will generate the account for your in QBO automatically and establish the link.

Agency

Customers

QuickBooks Link

Link the Aqua Schedules customer account to a QuickBooks customer account to quickly synchronize invoices.

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Overview

See overview items including graphics for the customer. Set all details specific to customer including bundles, locations, and documents.

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Billing Bundles

Create billing bundles specific to this customer account. Specific to the contract between the customer and agency.

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Locations

Large customer accounts can be composed of many locations. For example: A hospital could have each room or area divided into individual locations.

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Walkthrough

Learn about the many ways a customer can be configured.

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Billing Accounts

Billing accounts can be activated per customer to distribute portions of a customer invoice to different entities.

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