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MoiraAMWS
January 7, 2022
Question

App Integration - restore to back up - Servicem8

  • January 7, 2022
  • 2 replies
  • 0 views

Hi I am trialling a job management system app/software called "Servicem8" and I am about to integrate QBO with the software, however I am worried if it doesnt work well, is it possible to restore to back up on a QBO file? How often do I need to back up with QBO online or does it do it automatically? Servicem8 will import QBO contacts and integrate invoices etc across the systems so staff can create invoices in the field.

2 replies

Fiat Lux - ASIA
Fiat Lux - ASIA
January 7, 2022

Explore this backup restore app.

https://rewindio.grsm.io/quickbooks

 

You can also compare ServiceM8 with FP

https://www.fieldpulse.com/?lmref=pQ8zZw

 

    JoesemM
    JoesemM
    January 7, 2022

    I'll share some insights regarding this, @MoiraAMWS.

     

    QuickBooks Online is a cloud-based accounting software so any data changes or additions are automatically backed up in the cloud. For now, manually backing up offline is not available.

     

     Also, about the integration, I'd suggest contacting the Servicema8 Support Team for verification. They can provide the list of transactions to be imported in QuickBooks and help you with the process.

     

    To integrate the app with QuickBooks, follow the steps below:

     

    1. Login to QuickBooks as an admin.
    2. Go to the Apps menu.
    3. Search for the Servicema8 and hit Get the app now.
    4. To subscribe, follow the steps.
    5. Select when you want QuickBooks to start downloading Salesforce opportunities. Then select Agree.
    6. Sign in as an admin. Then select Allow to connect.

     

    Also, you may consider reading helpful articles that can guide you in managing your books in QuickBooks Online: QBO help articles. This includes topics such as setting up and connects apps, track employees' time, set up online payments, etc. 

     

    Reach out to me whenever you have additional questions or concerns. Please know the Community has your back, and I'm here ready to help you. Have a good one, @MoiraAMWS.

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