Connect QuickBooks with AGM for More Efficient Artificial Grass Accounting

As an artificial grass installer, you know the headache of manually tracking and managing financial information. From recording transactions to categorizing expenses to sending out invoices, it can all become overwhelming. It's confusing, time-consuming, and frankly, pretty dull. 

But what if you could handle all these tasks within one platform? This is exactly what AGM offers through its seamless integration with Quickbooks, a top-rated accounting software for small businesses. 

What is QuickBooks?

QuickBooks is a cloud-based accounting software designed for small businesses. Think of it as a personal bookkeeper that can:

• Track your income and expenses, including the ability to photograph and save receipts with the mobile app

• Create and send professional-looking invoices with automated payment reminders

• Track sales tax and estimate tax liability for easier tax filing

• Manage inventory levels and project costs
  

AGM’s QuickBooks integration allows you to use these features within your AGM dashboard. You can also use QuickBooks in tandem with other AGM features, such as invoicing, contacts, and workflows.

The Benefits of AGM’s QuickBooks Integration

Linking QuickBooks with your AGM account can make it easier and more convenient to manage not just your finances, but other parts of your artificial grass business:

Auto-Sync Your Contacts

New AGM contacts are automatically added to QuickBooks. This means your customer data is always up-to-date and consistent across both platforms.

Automated Invoicing

No need to manually prepare invoices or copy-paste them from AGM to QuickBooks. With this integration, you can automatically generate invoices in AGM complete with project details. Once they’re tagged as "sent," a corresponding invoice can also be generated in QuickBooks.

Streamlined Payments

You can create a workflow that automatically records payments on QuickBooks after they’re recorded in AGM, with the option to log them as sales receipts.

Inventory Management

Store all your artificial turf inventory information, including product details, quantities, and costs, within AGM with real-time updates on QuickBooks. You can also set up alerts in AGM to notify you when inventory levels fall below a certain threshold, preventing stockouts and ensuring you have enough materials for upcoming installations.

Manage Payroll with Ease

If you use Quickbooks for payroll, you'll appreciate this feature. AGM can track hours logged by your team for each project, call, and other tasks. This data then syncs with Quickbooks to help automate your payroll process.

Real-Time Financial Reports

Want to see how profitable your recent projects have been? Need to check how much you've spent on advertising this quarter? Just navigate to the Reports section in AGM, and you'll find all this information (and more) in easy-to-understand charts and tables.

Whether you need a profit and loss statement, a balance sheet, or a cash flow report using your QuickBooks data – you can generate it within seconds in AGM. 

Tax Preparation

Tax season doesn't have to be stressful when you have AGM and QuickBooks working together. Using data from your AGM account, QuickBooks can calculates sales tax, income tax, and other relevant taxes. You can also generate reports on your income, expenses, and taxes by installation, customer, or date range, providing the specific information you need for tax filing.

How to Integrate QuickBooks with AGM

You’ll need both an AGM and QuickBooks account for this integration. The general process usually involves:

• Access Integrations in AGM: Navigate to the "Integrations" section within your AGM dashboard.

• Choose QuickBooks Integration: Locate and select the QuickBooks integration option.

• Authorize Connection: Follow the prompts to connect your AGM account to your QuickBooks account. You’ll need to enter your QuickBooks login credentials.

• Configure Settings: Choose which data you want to sync between the two platforms and set up any desired automation rules.

Learn More!

Discover how AGM software is designed for artificial grass installers, by artificial grass installers. Join our Free Community or Book a demo today.  Got a question Shoot us a message, and one of our team members will get in touch ASAP! 

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