What are the productive steps for QuickBooks BigTime Integration?
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BigTime Integration.
Meta Title- Is QuickBooks
BigTime Integration possible?
BigTime is an ingeniously
built SaaS-based software platform, designed specifically for professional
service firms that requires real-time insight for their business success. It
provides fully-integrated time and billing software that helps professionals
and organizations optimize client-billing and invoicing processes. It offers a
flexible set of configuration options that allows its users to customize as per
their company’s needs. It substantially unifies times and billing history and
provides businesses with a comprehensive picture of the firm's performance over
time. It provides incredible features like time tracking, billing, and project
management solutions for accounting, architecture, engineering, consulting,
creative, government contracting, IT services, and law firms. The optimum usage
of BigTime app enhances the productivity of businesses and helps them in
functioning efficiently. BigTime app is also conferred as an innovative
Professional Services Automation (PSA) software, as it helps organizations in
scaling their business by enabling them to track and act on their operational
metrics. Furthermore, it also manages time, expenses, and billing for multiple
projects all at once. It identifies areas of opportunity with striking features
like custom reporting and resource allocation.
QuickBooks
BigTime Integration
If you want to integrate
BigTime with QuickBooks Desktop then you have to install BigTime Sync Agent and
then connect it to your QuickBooks file. BigTime Sync Agent is a resourceful
desktop application that resides in the user’s system tray and looks out for
any pending transactions or changes from their QuickBooks file in order to
trigger a sync. In addition, product sync should be set up by a System
Administrator.
Before installing Sync Agent,
users should make sure that they are logged in with Windows Administrator
rights and have QuickBooks open as the default Administrator user. They should
also ensure that the QuickBooks data file that you want to sync with is open
and no other QuickBooks file is open.
Steps for QuickBooks
BigTime Integration
1. First of all, you should go to your
BigTime app and then click on MY
COMPANY… INTEGRATIONS menu item to get started.
2. Subsequently, it will take you to a
list of applications that support BigTime integrations.
3. Now, you should click the QUICKBOOKS DESKTOP icon in order
to activate your connection to your QuickBooks desktop. The users should note
that all of their QuickBooks desktop integration settings can be adjusted from
within this integration page.
4. Next, you should click the Enable link to create a private cloud
where QuickBooks data will be encrypted and stored. It works like a mechanism
used by BigTime to enable remote sync with your QBW file.
5. Thereafter, you should click GRANT within the confirmation
window that pops up on the screen. It provides Sync Agent permission to
access your QuickBooks data.
6. After enabling QuickBooks, you are
supposed to install Sync Agent by
running the MSI file that is
downloaded onto your computer. After running it, the installation process will
begin automatically.
7. Now, you should click BEGIN once the installer completes. It
will allow you to link Sync Agent to your local QBW file.
8. In the next step- you should enter
your BigTime Administrator username and
password.
9. Now, you should click the Login button in order to connect Sync Agent to the BigTime system.
10.
Next,
you should click CONNECT, once you
are logged in. You should ensure that you are logged into the QBW file that you
would like to sync with as the file's admin. If you do, you will be asked to
grant Sync Agent access to your QBW file's data.
11.
Finally,
you should click YES, ALWAYS ALLOW in
the QuickBooks confirmation dialog. It will let BigTime sync with the QBW
file even if you aren't logged in.
12.
It
should be noted that if you want to specify the user login the system should
use, in case you support the multi-user access to the QBW file. Once you're
done, you are supposed to click CONTINUE,
positioned at the bottom of this page.
13.
To
conclude, the installation is completed and now click anywhere outside the Sync
Agent window to close it.
Conclusion
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