When it comes to managing critical functions in an IT
company such as ticketing, sales, invoicing and marketing, you can always rely
on Autotask, a PSA platform that has been designed specifically for this
purpose. Although Autotask helps to improve efficiency and streamline business
operations, it is necessary to integrate your PSA solution with business tools
like accounting software, CRM and remote monitoring and management (RMM).
Autotaskintegration with accounting software can work wonders to simplify your
invoicing process. It is a known fact that Autotask enables you to send
invoices in just a few mouse click. However, when it comes to receiving
payments, a lot of manual work is involved. This is because payment is given
via check, which is then matched to the invoice. This is time consuming and
cumbersome, particularly when you get large number of checks every month. No
wonder, most companies hire accountants to handle the manual task related to
payment collection.
If you want to eliminate the manual work involved in
matching checks against respective invoices, simply integrate your Autotask
with accounting software like QuickBooks. Integration allows your customers to
make payments online easily. This in turn increases your chances of getting
payment faster, in turn helping to improve cash flow.
Also, once the payments are made, your accounting
software gets automatically updated. So by implementing Autotask integration,
you really don’t have to ask customers to send checkbooks to make payments.
Other benefits include ability to transfer and synchronize purchase orders and
inventory from Autotask to accounting tool.
AutotaskPSA integrations with CRM tools like Salesforce can play a
key role in streamlining your business operations. This will allow you to view
customer related data in the Autotask interface. Moreover the data in both the
systems will be in sync. This means any changes made in one system will be
automatically updated in the other.
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