SherpaDesk &
QuickBooks-Logo Integration

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Easily update your QuickBooks 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 to your QuickBooks.

 


 

Key Features

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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

 

Sync

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 automatically synced between systems.

One-Click Sync

 

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Map Data on the Fly

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

Map Data on the Fly

 

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Seamless Sync with Taxes

SherpaDesk enables you to have your QuickBooks tax rates automatically injected into SherpaDesk and added to invoices. You can also create invoices in SherpaDesk and have the correct tax rates applied after syncing with QuickBooks.

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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