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A QuickBooks Integration Design for Data Safety

Experience enhanced productivity through an integration with QuickBooks, while the accounting staff retains control to ensure data remains clean. Save hours of administrative work each week, and invoice customers the day the job is done.

Customers & Jobs

Create Work Orders From Your Automatically Imported Customers and Jobs For:

  • A single location for maintaining contact information
  • Accurate job costing
  • Ready to invoice as soon as the job is completed

Create Work Orders From Your Automatically Imported Customers And Sub-Customers For:

  • A single location for maintaining contact information
  • Accurate job costing
  • Ready to invoice as soon as the job is completed

Items

Have Your Entire Inventory Catalog Readily Available 

  • Used to build out the work order 
  • Supports all item types including: Inventory, Non Inventory, Assemblies, Groups, and Service
  • Associated cost from QuickBooks for displaying margin when pricing invoices
  • Included in invoices for proper job costing and inventory tracking

Have Your Entire Inventory Catalog Readily Available

  • Used to build out the work order 
  • Supports all item types including: Inventory, Non Inventory, Groups, and Service
  • Associated cost from QuickBooks for displaying margin when pricing invoices
  • Included in invoices for proper job costing and inventory tracking

Invoices

Ensure No Work Orders Go Unbilled

  • Office Staff approval after work order is complete 
  • Send the invoice directly to QuickBooks in real time 
  • Certification of synced invoice with time and sync stamp
  • Sync directly to the Customer or Sub-Customer on work order 
  • Fully utilize revenue and cost reporting capabilities of QuickBooks Desktop

Ensure No Work Orders Go Unbilled

  • Office Staff approval after work order is complete 
  • Send the invoice directly to QuickBooks in real time 
  • Certification of synced invoice with time and sync stamp
  • Sync directly to the Customer or Sub-Customer on work order 
  • Fully utilize revenue and cost reporting capabilities of QuickBooks Online

Employees

Make Onboarding To Lexul Field Service Easy

  • Just set account to active, and assign a permission level
  • Can begin working immediately 
  • Assign synced employees to work orders
  • Support for multiple employees on a work order 

Make Onboarding To Lexul Field Service Easy

  • Just set account to active, and assign a permission level
  • Can begin working immediately 
  • Assign synced employees to work orders
  • Support for multiple employees on a work order 

Time Keeping

Sync time to QuickBooks for simplified timesheet creation while accurately job costing. Time entries are synced to QuickBooks once reviewed by Office Staff to prevent errors.

  • Log time on each work order 
  • Support for different wage types for tracking different activities such as work and travel
  • Employees can start and stop their own time for each job
  • Assign an Employee as a foreman to keep track of time for his entire crew
  • Log time on each work order 
  • Support for tracking different activities such as work and travel
  • Employees can start and stop their own time for each job
  • Assign an Employee as a foreman to keep track of time for his entire crew

Versions Supported

Lexul Field Service supports:

  • QuickBooks Desktop Plus
  • QuickBooks Desktop Premier
  • QuickBooks Desktop Pro
  • QuickBooks Desktop Enterprise

Lexul Field Service works with all versions of QuickBooks Online. Lexul suggests QuickBooks Online Plus for the best job profitability reporting.