QuickBooks Integration Free with Subscription

Benefits

  • Saves data entry time and streamlines your salon or spa accounting processes
  • Ensures accurate journal reporting entries
  • Transfers Sales, Purchasing and Inventory and Cost of Goods Sold information
  • Easily posts all SalonBiz®/SpaBiz® financial information to QuickBooks at the close of the day

Details

Version Compatibility
SalonBiz®/SpaBiz® Version III and higher

Pricing
QuickBooks Integration is FREE with the SalonBiz®/SpaBiz® subscription
                                                               
Special Requirements and Equipment

  • QuickBooks 2002 Professional or later (Basic Editions are not supported)
  • A basic understanding of QuickBooks and accounting practices prior to implementation.
  • The setup of the QuickBooks Chart of Accounts (the accounts that receive data from SalonBiz®/SpaBiz®).

Implementation
Please allow one week for implementation. QuickBooks Integration implementation consists of one day for installation. Allow at least one week to map unique configurations.

Education
An on-line education session is provided for your team. Unlimited training is available with the SalonBiz®/SpaBiz® subscription.

Sample Screen Shots

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Features
QuickBooks Integration is an external module that is used to transfer information from SalonBiz®/SpaBiz® to the QuickBooks accounting program.
• Saves data entry time and streamlines the accounting process
• Ensures accurate reporting for journal entries

Transfers the following information:
• Sales
• Purchasing and Inventory
• Cost of Goods Sold

QuickBooks Integration will notify the salon owner if a day within the export date range is still open in SalonBiz®/SpaBiz®

If salon owner has previously exported data for a selected date, QuickBooks Integration will display a warning.


click for a screen shot

Set Up
The Chart of Accounts (account structure) must be set up prior to the export of data SalonBiz®/SpaBiz® categories must be linked to the appropriate QuickBooks account from the Chart of Accounts.

Also link your taxes and classes during the setup process.


click for a screen shot

Posting
Exporting to QuickBooks is easy. You have several options for posting your SalonBiz®/SpaBiz® information to QuickBooks. You may select a date or date range to export data or you may also choose to export the information by each tab or all at once.

 

Frequently Asked Questions

Can I do my payroll with the QuickBooks Integration?
No, the QuickBooks Integration currently does not transfer payroll information from SalonBiz®/SpaBiz® to QuickBooks.

If I make a change to a category in SalonBiz®/SpaBiz® will it automatically reflect the change in QuickBooks?
The information exported to QuickBooks is generated directly from your SalonBiz®/SpaBiz® database, so any changes you make in the database will be reflected in QuickBooks. However, when making changes to your SalonBiz®/SpaBiz® accounts you will also need to make sure you re-map those changes in QuickBooks.

Will the QuickBooks Integration be able to calculate my taxes?
Yes, the QuickBooks Integration will export your product and service sales taxes based on your account structure however; it will not export any type of payroll taxes.

Can I use QuickBooks on a computer not running SalonBiz®/SpaBiz®?
Sure, you have the ability to configure the QuickBooks Integration to run remotely.

Does my accountant have to complete the setup?
The person that completes the setup and maintains and monitors the QuickBooks Integration should have a working knowledge of the accounting program itself as well as your account structure (Chart of Accounts).

How does the QuickBooks Integration handle gift certificate sales?
Gift certificates will have an account setup as a current liability. This account will be linked to both gift certificates sales and payments. The same account will be credited when a gift certificate is sold and debited when a gift certificate is redeemed.

Want more details? Contact Us.