Web: Simplifying Your Invoicing Process with the Quickbooks Integration

We’re excited to announce the release of QuickBooks V1 Integration! This powerful feature is designed to save you time and reduce the hassle of double data entry by seamlessly connecting BlueTrace with QuickBooks. Whether you’re using QuickBooks Online or Desktop, this integration ensures that your invoicing process is faster, more accurate, and fully automated. Let’s take a closer look at how this integration can transform your workflow.

Why a QuickBooks Integration?

Managing invoices and customer data across multiple systems can be time-consuming and error-prone. With the QuickBooks Integration, you no longer have to manually enter data into both BlueTrace and QuickBooks. Instead, our system will automatically sync your BlueTrace activity—such as orders and harvests—with your QuickBooks account. This means fewer errors, no more manual data entry, and a more efficient workflow.

Key Benefits:

• Automatically create invoices in QuickBooks based on BlueTrace activity.
• Sync customer and item data between BlueTrace and QuickBooks.
• Save time and reduce discrepancies across multiple systems.

Seamless Invoice Creation

With QuickBooks V1, you can say goodbye to the days of manually creating invoices in QuickBooks. Whenever you pack an order or complete a harvest in BlueTrace, the system will automatically create an invoice in QuickBooks. Whether it’s a new sale or a modified order, QuickBooks V1 keeps everything in sync.

How it Works:

• Create a New Invoice: When a sales order or harvest is completed in BlueTrace, an invoice is automatically generated in QuickBooks.
• Update Existing Invoices: If you modify order details in BlueTrace, the corresponding QuickBooks invoice will be updated.
• Void Invoices: If an activity is deleted in BlueTrace, the related invoice in QuickBooks will be voided to maintain accuracy.

Efficient Data Matching Between Systems

One of the most powerful aspects of QuickBooks V1 is its ability to match and sync data between BlueTrace and QuickBooks. Our system matches items and customers across platforms using SKU fields and billing email addresses, ensuring your data is always up-to-date and accurate.

Data Matching Features:

• Match Items & Services: Using the SKU field, our system ensures that BlueTrace items match QuickBooks products and services.
• Customer Matching: Sync customer records between BlueTrace and QuickBooks using billing or customer email addresses.
• Resolve Duplicates: During the matching process, the system can identify and resolve duplicate items or customers, saving you time and reducing errors.
• Create Missing Records: If an item or customer is missing from QuickBooks, the system will automatically create the new record.

Flexible Pricing Options for Invoices

With QuickBooks V1, you can choose how pricing is sent to QuickBooks during the invoice creation process:

• List Price: Set a standard price for each item, and the system will use this price when creating the invoice.
• Special Customer Pricing: You can set unique prices for specific customers, and the system will apply this pricing when generating invoices.
• Sales Order Pricing: If you’re using our Sales Order feature, the exact quoted price for each sale will be reflected in the invoice.

This flexibility allows you to maintain consistency across your pricing strategies while automating your invoicing process.

How to Get Started with QuickBooks V1

Getting set up with QuickBooks Integration is simple:

1. Connect Your QuickBooks Account: Whether you use QuickBooks Online or Desktop, our system supports both. Simply connect your account to start syncing data.
2. Match Your Data: Once connected, our system will help you match items and customers between BlueTrace and QuickBooks, resolving any duplicates or missing records.
3. Automate Your Invoicing: As soon as your account is synced, our system will start automatically creating and updating invoices based on your BlueTrace activities.

Pricing and Requirements

To access QuickBooks V1, there is a $500/year add-on cost, which includes full integration with both QuickBooks Online and Desktop. Here are a few requirements:

• You must manage items and customers on the web (also available on iOS).
• Supported QuickBooks versions include U.S., Canadian, and UK editions from 2015 or later, as well as various QuickBooks Desktop versions.
• While we recommend using the Sales Order feature for optimal results, it’s not required. You can still benefit from automated invoicing in QuickBooks without it. However, pairing Sales Orders with QuickBooks V1 allows you to transfer detailed, accurate pricing and order data directly to QuickBooks.

Save Time and Reduce Errors with QuickBooks V1 Integration

By connecting BlueTrace with QuickBooks, you can automate one of the most tedious parts of running a business—data entry and invoicing. Whether you’re managing orders, harvests, or customer records, QuickBooks V1 ensures that your data is accurate, synced, and ready to go. Upgrade today and experience the time-saving benefits of QuickBooks V1 Integration!