Step 1
Install the Intuit Web Connector
Step 2
Download Configuration File from FlexPoint Integrations Page
Step 3
Open Web Connector
Step 4
Connect to QuickBooks Desktop
Step 5
Start Syncing
.png)
Integrate FlexPoint + QuickBooks Desktop
Seamless Integration for Streamlined Financial Management
BENEFITS
Why FlexPoint and QuickBooks Desktop?
The FlexPoint + QBD integration enhances your MSP’s financial operations. Simplify your repetitive accounting workflows and automate accurate data entry.
Sync data both ways
Gain real-time, accurate financial data with two-way synchronization between FlexPoint and QBD. Ensure that your records are always current, reducing discrepancies and the need for manual updates.
Automate reconciliation
Save valuable time and reduce human error with automated reconciliation. Every payment, invoice, and deposit is aligned perfectly between QuickBooks Desktop and FlexPoint.
Eliminate duplicate entries
Focus on your core business activities rather than mundane data entry. Cut out redundant manual entries by automatically updating payment details in QuickBooks Desktop when transactions occur in FlexPoint.
The Difference with
Quickbooks Desktop and FlexPoint
Witness the transformative impact of integrating QuickBooks Desktop with FlexPoint on your MSP's financial operations. This comparison clearly outlines the operational enhancements and efficiency gains achieved through integration.
Before
After
Manual entry of invoices in QuickBooks Desktop, prone to errors and duplication.
.png)
Automatic sync of invoices between FlexPoint and QuickBooks Desktop, ensuring accuracy and eliminating duplicates.
Reconciling transactions involves manual effort, consuming significant time and resources.
Automated reconciliation processes transactions in real-time, drastically reducing manual workload and enhancing accuracy.
Financial reporting delayed due to manual data compilation and verification.
Instant financial reporting with real-time data synchronization, speeding up decision-making processes.
Compliance tracking is cumbersome, requiring extensive manual records and checks.
Streamlined compliance tracking with automated reports and audit trails, simplifying regulatory adherence.
Payment updates are manually entered, leading to delays and potential errors.
Payments automatically updated across systems, ensuring timely and accurate financial status.
How QuickBooks Desktop Integration Enhances Your Financial Management
Explore the streamlined integration process between FlexPoint and QuickBooks Desktop that automates and synchronizes your financial tasks effectively. This detailed workflow illustrates how the integration optimizes your operations, ensuring both productivity gains and data precision.
Invoice Creation and Sync
When you create an invoice in FlexPoint or Quickbooks Desktop, the 2-way data sync ensures that all financial data remains consistent and up-to-date across both platforms.
Automated Payment Processing
On the invoice paid date, FlexPoint automatically processes payments, applying them directly to the corresponding invoice in QuickBooks Desktop.
Real-Time Reconciliation
Payments are instantly reconciled, reducing manual entry errors and administrative overhead. This immediate update keeps your accounts accurate and simplifies end-of-period reporting.
Direct Deposit to Bank Account
Processed funds flow directly into your bank account, similar to standard payment processing methods, but with enhanced efficiency through automation.
Enhanced Customer Interaction
Optionally, receipts and updated invoice statuses can be automatically sent to your customers, improving communication and transparency.
Effortlessly Connect QuickBooks Desktop with FlexPoint
Follow this simple step-by-step guide to connect both systems and start benefiting from automated financial management.
Read Full Documentation
Frequently Asked Questions: QuickBooks Desktop and FlexPoint Integration
Get answers to common questions about integrating QuickBooks Desktop with FlexPoint.
How does the QuickBooks Desktop integration streamline invoicing and payments?
What are the prerequisites for integrating QuickBooks Desktop with FlexPoint?
Can I automate transaction reconciliation with this integration?
Is there support available for setting up and troubleshooting the integration?
How secure is the data exchange between FlexPoint and QuickBooks Desktop?
Trusted by hundreds of service providers
80% faster payment processing
“Working with FlexPoint has been an incredible experience. The team is responsive and our client experience has never been stronger.”
Save 80 hours each month on billing tasks
"From day one, FlexPoint delivered unmatched support, a frictionless product, & a commitment to innovation."
Boost operational efficiency by 30%
"From more secure invoicing to a highly intuitive platform, it’s hard to quantify the incredible peace of mind FlexPoint provides. It’s truly priceless.”
Increase automatic payments by 20%
"Working with FlexPoint has been fantastic. Talk about a receptive, growth-minded partner."
3x faster payment processing
"FlexPoint simplifies our accounting process significantly. The ease of use for us and our clients has been great.”
$10k reduction in annual credit card fees
"Using FlexPoint has significantly reduced manual work. We get paid faster and spend less time on invoicing. It's just a win-win.”
