Accounts Integration - Transferring Invoices and Customers

Accounts Integration - Transferring Invoices and Customers

After you have successfully configured integration for Quickbooks , or for Xero,  you are now ready to transfer data to and from those accounting packages and Tracker Pro.

  1. You can transfer customers to and from Tracker Pro.
  2. You can transfer Job Invoices  from Tacker Pro
  3. You can transfer Contract ( Service) invoices from Tracker Pro.
When you undertake any transfer of invoices into your accounts package, the customer record is automatically created in the accounts package if it does not already exist so there is no need to sync the customer for this purpose.
Syncing of customers would be most appropriate if you wished to reflect customer account changes entered into Tracker Pro Customer Records onto the accounts customer account in which case an Update would be signaled and performed on the records.

1. To transfer data firstly login to your Tracker Pro Admin Web application. The easiest way is to  click on Trackerpro Web Link in Tracker Pro 


2. Select the Admin Cloud Application


3. Login with a Tracker Pro User


4. Select  the Quickbooks or Xero Option from the Integration Menu then select Connect



5. Provide credentials when prompted by the Login


6. Select one of the three transfer options


7. If Customer  is clicked , then an upload of Customers will be undertaken of all those Customers that have changed or been added and which are flagged for integration.
1. Select TP to QB/Xero to upload customers into your accounts system
2. Or Select QB/Xero  to TP to download customers from your accounts system into Tracker Pro  



3. Click on Compare Customer to find records that differ between Tracker Pro and your accounts package



4.Select the Customers you wish to upload or download then press Start Sync. Those that are flagged as Add have yet to be created and those that have changed are flagged as Update




8. If Invoice Jobs is clicked , then an upload of invoices will be undertaken of all those Jobs  that have changed or been added and which are flagged for integration.
  1. Click on Compare Invoice

  1. Select the Jobs you wish to create invoices for then press Start Sync. Those that are flagged as Add have yet to be created and those that have changed are flagged as Update




9. If Service Contracts is clicked, then an upload of invoices will be undertaken of all those Service Invoices that have changed or been added and which are flagged for integration.
  1. Click on Compare Contract

  1. Select the Service Contract invoices you wish to create invoices for then press Start Sync. Those that are flagged as Add have yet to be create and those that have changed are flagged as Update.





NOTES - For Jobs or Service Invoices to be identified for upload they should be Closed and have two Flags set indicating they are Ready for Invoice
This will be the default as soon as a Job is closed or a Contract Invoice is generated (depending upon your company preferences). To force an entry try to be included in the next interface  set the Flags in Service Invoices or Jobs as follows:
Click on Closed Jobs, select the Jobs you wish to upload, Click Set Fags and tick the two bocxes below to force an upload during the next Sync.







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