Seamless Integration

AltaPoint has always supported a QuickBooks posting feature. This feature has been improved in version 5.0 to be faster and easier. Posting to QuickBooks is now a single-step process. Validation of all QuickBooks general ledger accounts is done at the time of posting. All posting is done directly to QuickBooks rather than to an intermediate posting file (.IIF).


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QuickBooks Direct Posting


 

AltaPoint includes a utility that allows you to post the transaction activity in AltaPoint to QuickBooks, the popular bookkeeping software from Intuit, Inc. This feature provides a great benefit to QuickBooks users by eliminating the need to enter transaction activity in each program.

There are two distinct methods that can be used to interface with QuickBooks. The first method is a two step process by which an import file is created (1) then imported by the QuickBooks application (2). (For users of any QuickBooks versions.)

The second method is a direct posting method whereby Quickbook transactions are directly posted to accounts without having to create an import file. However, this posting method is still invoked by you on a periodic basis. (This method is for users of QuickBooks versions 2003 and higher – this option did not exist in prior QuickBooks versions.)




 

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