Speed up bookkeeping tasks with the faster, easier to use QuickBooks Integrator in MR9

The new MetaRecords software — which will be released later this year — is a whole new way to work. This month we highlight the changes in using MR9 with QuickBooks accounting software.

Faster process with more options at the same time

If you use MR8 and QuickBooks you will find the integration between MR9 and QuickBooks more convenient. We simplified the processes of importing invoices, custodian fee checks, and payments received into QuickBooks — plus added more options while making it work faster at the same time. Here’s what you can look forward to:

Ability to import more types of information

Called Integrator for QuickBooks in MR8, MR9’s QuickBooks Integrator give you the ability to import additional categories of MR data into QuickBooksincluding:

• Contacts
• Locations
• Credits, duplicate payments, refunds, voids, and write-offs

Also:

• You will be able to include overpayments when adding data to QuickBooks.
• MR9 will give you the ability to add surcharges (for credit card fees) to posted invoices. And QuickBooks Integrator will include them in received payment imports.

More QuickBooks editions work with MR9

MR8 works with the desktop and single user online versions of QuickBooks.MR9 work with all of the QuickBooks cloud based solutions too.

Better troubleshooting

• To use QuickBooks with MR8/MR9, a port must be open in your router/firewall. In MR9 you will be able to simply click a button to check that it is open.
• If an error occurs when importing items, MR9 will continue to import everything and flag the error in the results for you to correct.

One-stop QuickBooks connection

With this improved integrator, we have removed the export checks option from Payables’ Print Checks function. Instead of the 2-application process of exporting checks from MR8, then importing checks into QuickBooks, you will have a one-button ability to add those checks to QuickBooks from within MR9.