This video provides training on integrating Kickserv with QuickBooks, highlighting its benefits and best practices. Kickserv, a comprehensive service management software, seamlessly integrates with QuickBooks Online and QuickBooks Desktop, streamlining invoicing, payments, and customer data synchronization. Notably, the two-way sync ensures that invoices and payments created in either platform are reflected in both systems. Best practices include using Kickserv for invoice creation, documenting payments consistently, and setting up online payments for automation. Additionally, the integration pulls customer lists and item catalogs from QuickBooks into Kickserv, enhancing CRM functionality. Detailed instructions are provided for setting up online payments via Stripe within Kickserv. Overall, the integration optimizes business operations by synchronizing crucial data between Kickserv and QuickBooks, empowering users to manage their businesses more efficiently.
Best Practices and most asked questions:
1:04
Enabling online payments:
2:12
Items list:
2:42
Customer list:
3:01