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 Job on the 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.