What Version Of Corrigo Field Service Is Included In Quickbooks Enterprise

Intuit Field Service Direction or known as its acronym form IFSM, is a spider web-based work order scheduling and dispatching system, powered by Corrigo.

It has been designed specifically for companies who are into service, repair, and installations. Information technology tin integrate itself with the version of QuickBooks Desktop (Pro/Premier/Enterprise) and QuickBooks Online.

What is Intuit Field Service Management?

Intuit Field Service Management is one of the virtually accredited tools with which all your worries well-nigh technician productivity, order status, receivables, etc are now at residuum. It helps in simplifying your concern past giving you control over all assets with a spider web-based work social club scheduling and dispatching organisation, powered by Corrigo.

Working in consummate sync, Intuit Field Service Management is uniform with all the latest versions of QuickBooks Desktop (Pro/Premier/Enterprise) and QuickBooks Online.

Why utilize Intuit Field Service Direction?

The most notable primary reasons to justify why should you use the Intuit Field Service Management are:

Intuit Field Service Management helps with existent-time updates that are fetched from the field
Job scheduling gets amazingly better with Intuit Field Service Management
You can now do spot-invoicing with a congenital-in feature on Intuit Field Service Management
Schedule shuffling
Enhanced first-fourth dimension rate-fixing based on equipment service data
GPS and Mapping Features
Paperless with wireless work orders

How to Login Intuit Field Service Management

This article volition assist y'all to become started with Intuit Field Service Management Setup.

Before getting started farther, the starting time thing that primarily needs to be done is purchasing a subscription to Intuit Field Service Management. To do this, you need to place an order from the official website.

You lot can besides buy the subscription past contacting your local QuickBooks Solution Provider. Once y'all take got the Intuit Field Service Management to account activated, confirmation of the aforementioned containing login instructions and credentials volition be sent to your registered email ID.

How to Setup Intuit Field Service Management

After logging in to the aforementioned, follow the steps which are from hither laid out to guide you on how to use Intuit Field Service Management.

Let's get started with the basic settings setup which includes of:

Settings
Terminology
Time Zone
Service Packet
Categories & Services
Uploading Company Logo
Verifying Subscription Details

Basic Settings Setup:

Footstep i: Login into Field Service Management with the provided credentials

Step 2: Click on the Settings tab

Terminology Settings

Stride ane: Tap on Company and choose Terminology

Select which terminology suits the best for your business organisation. This pace is for maintaining the consistency of terminology for your business.

Time Zone Settings

Step i: Click on the Settings tab

Step 2: Cull Work Zone, followed by tapping on the Work Zones

Stride 3: Tap on the edit link which is located on the right

Step 4: Choose your respective time zone listed on the drop-down on the Edit Work Zone folio

Step 5: Press on OK

Service Package Settings

Stride 1: Click on the Settings tab

Stride ii: Tap on Model Your Business

Step 3: Find Service Packages

Pace iv: Make a click on the Set up Categories & Services link

Categories & Services Settings

Categories are like buckets that concur the services that your business organisation provides. Thus, that being said, yous need to add a service to each category.

Yous can outset by adding ii-3 categories, nether which 5-6 services for each category. Informational does not add together more than ix categories/services.

Uploading Company Logo

Stride 1: Click on the Settings tab

Step two: Select Company

Step 3: Choose Upload Logo, followed by clicking on Edit

Stride 4: Locate the folder in which you have your visitor logo file and upload information technology

Step five: Tap on the Salve link

Verifying Subscription Details

Step one: Click on the Settings tab

Step 2: Select Visitor

Step 3: Select Subscription Details

Basic Financial Configurations:

Once y'all are done with the Bones Settings of the Field Service Direction, you need to make certain that along with that, you also need to get a few of the basic financial configurations washed.

This is vital because it would decide for smooth synchronization between QuickBooks and Field Service Management.

Basic Invoice Settings

Step 1: Tap on the Settings

Footstep 2: Choose Financial

Step 3: Select Bones Invoice Settings

Posting Invoices Settings

Step 1: Tap on the Settings

Step 2: Cull Financial

Step 3: Click on Posting Invoices and start updating the setting with respect to On Customers

Do y'all experience that now it would be much easier for you lot to understand the entirety of the Intuit Field Service Direction Setup? If yes, and so this commodity must accept made justice to the efforts of existence reached to you.

Yet, while doing the Intuit Field Service Management Setup, if yous feel some blocks or glitches are hindering your way, you lot might demand professional help. Attain out to the experts who are here to assist you with the Intuit Field Service Management Setup.

Which Microsoft Windows Operating Organization Versions are Compatible with using Intuit Field Service Management?

The Microsoft Windows operating organization versions that are compatible with using Intuit Field Service Management are:

Microsoft Internet Explorer 9 or higher
Firefox 12 or higher
Google Chrome

What Desktop Configurations are Compatible for using Intuit Field Service Management?

The desktop configurations that are uniform for using Field Service Management are:

1024 by 768 Screen Resolution
1 GB RAM
At least 2 GHz processor
one GB bachelor hard-disk space

Does Intuit Field Service Direction has a Mobile Application?

Yes. Intuit Field Service Management has a mobile awarding for Android mobile and Apple tree devices, especially designed for field technicians.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Exports

Deletes

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice

Receive Payment

Guess

Credit Memo/Render Receipt

Sales Receipt

Sales Order

Statement Charge

Vendor Transactions

Bill

Bill Payment

Purchase Social club

Item Receipt

Vendor Credit

Cyberbanking Transactions

Check

Periodical Entry

Eolith

Transfer Funds

Depository financial institution Statement

Credit Card Statement

Credit Carte du jour Charge

Credit Bill of fare Credit

Employee Transaction / Listing

Time Tracking

Employee Payroll

Wage Items

Others

Inventory Adjustment

Inventory Transfer

Vehicle Mileage

Technical Details

Easy Procedure

Bulk import, export, and deletion can be performed with simply one-click. A simplified procedure ensures that you will be able to focus on the core work.

Error Gratis

Worried virtually losing time with an error prone software? Our error complimentary add-on enables you to focus on your piece of work and boost productivity.

On-time Back up

We provide round the clock technical assistance with an assurance of resolving any problems within minimum turnaround time.

Pricing

Importer, Exporter & Deleter

*Run into our Pricing for up to 3 Company Files

$199/- Per Twelvemonth

Pricing includes coverage for users

Services Include:
Unlimited Export
Unlimited Import
Unlimited Delete

Accountant Basic

*Run across our Pricing for upward to 10 Visitor Files.

$499/- Per Year

Pricing includes coverage for users

Services Include:
Importer,Exporter,Deleter
Unlimited Users
Unlimited Records
Upto 10 companies

Accountant Pro

*See our Pricing for upward to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users

Services Include:
Importer, Exporter, Deleter
Unlimited Users
Unlimited Records
Upwards to xx companies

Accountant Premium

*Run into our Pricing for up to 50 Company Files.

$1999/- Per Yr

Pricing includes coverage for users

Services Include:
Importer, Exporter, Deleter
Unlimited Users
Unlimited Records
Upwards to fifty companies

Dancing Numbers: Example Report

Arizona based Volunteer Nonprofit Entity

The Challenge As an all-volunteer nonprofit entity, we had a lot of authoritative piece of work. It was tedious to enter donations […]

Arizona based Volunteer Nonprofit Entity

Plano based Computer/It Training Company

The Challenge We are Plano-based Information technology Visitor and have more than than 650 different classes that nosotros deliver in-person or online […]

Plano based Computer/IT Training Company

San Ramon based Accounting & Controllership Company

The Challenge A San Ramon-based accounting & Controllership Visitor'south challenge was to pull out information generated exterior of QuickBooks and […]

San Ramon based Accounting & Controllership Company

New York-based Video Production & Editing

The Challenge Invoices are important for QuickBooks Online. To rails hours and brand them more than consummate was a great claiming […]

New York-based Video Production & Editing

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Frequently Asked Questions

How and What all can I Export in Dancing Numbers?

You need to click "Commencement" to Consign data From QuickBooks Desktop using Dancing Numbers, and In the export procedure, you need to select the type you desire to export, like lists, transactions, etc. Afterward that, apply the filters, select the fields, and so practise the export.

You tin can consign a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.

How can I Import in Dancing Numbers?

To apply the service, y'all have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you lot have to update the Dancing Numbers file then map the fields and import it.

How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, and then utilise the filters on the file and then click on the Delete option.

How can I import Credit Bill of fare charges into QuickBooks Desktop?

Kickoff of all, Click the Import (Starting time) bachelor on the Abode Screen. For selecting the file, click on "select your file," Alternatively, you can as well click "Browse file" to browse and choose the desired file. Y'all can besides click on the "View sample file" to get to the Dancing Numbers sample file. Then, set the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.

Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.

What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The virtually popular one is the basic programme and the Auditor basic, the Accountant pro, and Accountant Premium.

How tin can I contact the customer service of Dancing Numbers if whatever issue arises later on purchasing?

We provide you support through different channels (Email/Conversation/Telephone) for your issues, doubts, and queries. Nosotros are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in existent-time. You can even get the benefits of someday availability of Premium back up for all your issues.

How tin can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

Start, click the import button on the Home Screen. Then click "Select your file" from your system. Side by side, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.

What are some of the features of Dancing Numbers to exist used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is like shooting fish in a barrel to integrate with whatsoever QuickBooks account. With the assist of this software, y'all can import, export, also as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will assistance in saving time and increasing efficiency and productivity. Merely fill in the data in the relevant fields and use the appropriate features and it'south washed.

Furthermore, using Dancing Numbers saves a lot of your fourth dimension and money which you can otherwise invest in the growth and expansion of your concern. Information technology is free from whatever homo errors, works automatically, and has a brilliant user-friendly interface and a lot more.

Why should do you change the Employee status instead of deleting them on QuickBooks?

If y'all are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the contour and pay records remain in your accounting database without any data loss in your tax payments.

Is it possible to use the Directly Connect option to sync bank transactions and other such details betwixt Bank of America and QuickBooks?

Yes, admittedly. You tin can use the Direct Connect Option by enrolling for the Directly Connect service which will allow you admission to the small-scale business online banking choice at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.

Why should practise yous change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of agile employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.

What are the various kinds of accounts you lot could access in QuickBooks?

QuickBooks allows yous to admission almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Back up

Bulk import, export, and deletion can be performed with simply 1-click. A simplified process ensures that you volition be able to focus on the cadre piece of work.

Worried about losing fourth dimension with an fault prone software? Our error gratis add-on enables you to focus on your piece of work and boost productivity.