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SherpaDesk and Quickbook Integration

 

 

Easily update your QuickBook’s customer’s account data with SherpaDesk

Sync your customer details, technician time, expenses, travel, invoices and staff payments directly from SherpaDesk

 

 

Sync your customer details, technician time, expenses, travel, invoices and staff payments directly from SherpaDesk

 

The common issue with billing for your time and expenses on your customer contracts is the delays or lack of communication between your support system and your accounting solution. SherpaDesk allows you to capture all of your customer’s billable information and easily push this data over.

 


 

Key Features

One-Click Mapping

SherpaDesk makes it easy to sync time, staff payments and invoices by allowing you to map data on the fly.

 

Easily Add Time and Expenses

Technicians are able to easily add time, expenses and travel in SherpaDesk over email, on their mobile app or via the web so that nothing falls through the cracks.

 

QuickBooks Online & Desktop

SherpaDesk supports both QuickBooks Online and QuickBooks Pro solutions.

 

Create Multiple Rate Plans

and Support Packs

Multiple rate plans can be added to your customer accounts to accommodate different billing structures. Fixed plan pricing, tech based pricing, task based pricing and hour roll overs make SherpaDesk perfect for professional services who need flexibility in managing their customer’s billing.

Key Features

 

SherpaDesk Simplifies Your QuickBooks Integration

 

One-Click Sync

SherpaDesk learns your mapped entries. For future syncs all you need to do is click on the icon and your data is auto magically synced between systems.

One-Click Sync

 

Map Data on the Fly

SherpaDesk allows you to map your customer data on the fly. When pushing time over you are able to either map or build your customers and task type.

Map Data on the Fly

 

Full Invoice Sync

SherpaDesk also allows you to send entire invoices. It’s as easy as clicking on the icon and waiting for it to turn green!

Full Invoice Sync

 


 

 

Sherpadesk is Affordable with Straightforward Pricing

 

Sherpadesk is Affordable with Straightforward Pricing

SherpaDesk’s pricing is not hidden and we don’t require you to talk to a salesperson for a demo first before you get a quote. The first tech license is always free and then for each additional agent it’s $39/month. This includes remote management, mobile device access, and no initiation fees or annual commitment.