QuickBook Interface

QuickBooks Integration Overview

Are you spending too much time on invoicing and payroll? Streamlining your invoicing and payroll is the most effective way to free up hours of your time every week. Generations interfaces seamlessly with QuickBooks Pro, enabling you to share customer and employee data and to automatically create invoices, payroll, or bills in minutes! You'll be able to concentrate on important areas of your business, spending less time re-keying data. New customers can import all of their existing data into QuickBooks saving hours of data entry.

What differentiates us from other software packages?

Generation is the only software vendor in the homecare industry to successfully pass an independent technical review, certifying Generations to work effectively with QuickBooks.

Automatic auditing and correction of pay rate and bill rate discrepancies between the two system ensures the data is 100% accurate when it is sent to QuickBooks. Multiple options to create your transactions the way you want them makes Generations the leader in QuickBooks integration.

 

 

Eliminate Stress

You will have the knowledge your invoices and payroll will be transferred to QuickBooks at the click of a button with 100% accuracy and in a fraction of the time it used to take. You'll be using a tried and true interface that has been in production and constantly refined since QuickBooks 2003.

Save Time and Money

Invoicing and payroll are time consuming processes for a homecare agency. When you automate these processes it not only saves you time but continues to keep costs down as your business grows. You can start spending more time on growing your business and less time on your invoicing and payroll.

Creating Invoices - How it Works

Once your timesheets in Generations are verified, print out the Billing Report By Client (in Generations). This report shows the details that will be transferred to QuickBooks . When you have verified the report is accurate, open the Invoices to QuickBooks screen which allows you to specify client, date range, custom message, and additional options. Generations tracks the billed time, ensuring you do not double-bill a client for the same service. Even if you have over 100 clients, sending your invoices to QuickBooks takes no longer than a few minutes.

Creating Timesheets and Bills - How it Works

After your timesheets in Generations are verified, print out the Timesheet Detail Report. This report shows the detailed timesheets that will be sent to QuickBooks. When you have verified the report is accurate, open the Timesheets to QuickBooks screen which allows you to select specific timesheets and other options. Generations tracks when each timesheet item is paid, ensuring you do not pay an employee twice for the same shift. Generations even calculates overtime and holiday pay for you, and transfers this to QuickBooks using the correct earnings codes.

Extensive Auditing

Before transferring any data to QuickBooks , Generations audits all your pay rates and service rates to verify they are the same in both systems. If there is any difference you are prompted to identify the correct rate and the appropriate system is updated based on your response. This audit function ensures payroll and billing data is accurate in both systems.

What if I don't use QuickBooks?

Using QuickBooks is not a requirement to use Generations. Even without QuickBooks, Generations calculates and produces accurate and detailed payroll and billing reports, all generated from the schedules you originally created, saving you hours of work each week. We also interface with ADP, Paychex, and have a timesheet export that can be used by almost any third party payroll company.