PDA

View Full Version : Web Interface and Quickbooks


YourIT
May 9th, 2011, 03:07 PM
I would like to be able to access CommitCRM via the web interface while onsite, compelte the ticket, add charges, generate a quickbooks invoice, and either view/print/or email the invoice. Is this possible at all with any combination of services?

Support Team
May 9th, 2011, 03:17 PM
You can do most of what you described except for generating a QuickBooks invoice from your browser as the link with QuickBooks requires QuickBooks to be locally installed. You can complete the ticket, add charges and print a technician service form that list the entire job details including the charge information. At the office the parallel QuickBooks invoice can be generated and sent to the customer.

Thanks,
Sheli

AN-Tech
May 10th, 2011, 02:03 PM
Or instead of using the web interface you can remote into a workstation/terminal server at the office and do everything desired.