Integration overview
Pickspace Property Management system’s tight integration with Memberships, Bookings, and Ad-hoc purchases help owners and property managers save time by allowing them to issue correct invoices in just one click. It also runs monthly bills for all members/tenants of the space and properties and sends payment notifications if a payment gets fail.
Pickspace’s integration with QuickBooks enhances those capabilities by automating the collaboration between the two systems and allowing space operators to use one system to run the billing of their whole space while taking advantage of the advanced functionality of a real accounting system.
Once the integration is active, the following process occurs instantly and automatically if an invoice is generated in Pickspace:
- Pickspace ends to QuickBooks all necessary data it needs to create an invoice
- QuickBooks uses its own Invoice template to create the invoice
- QuickBooks populate the invoice with the next available invoice number
- QuickBooks send the invoice to Pickspace.
- Pickspace take the QuickBooks invoice and sends it to the respective company/member’s email and attach it to their profile in the Member’s Portal
If the invoice is marked as paid (manually or automatically), Pickspace goes to QuickBooks in real-time and mark it as paid there as well
If the invoice is marked as paid in QuickBooks, Pickspace is pinged in real-time to mark the invoice as paid.
As a result, your accounting is 100% automated and your invoices are always up-to-date both in QuickBooks and Pickspace.
Why Billing Integration is Important:
Sync Your Account Records
Ensure that your accounting data is always up-to-date.
This enables two-way communication between the software and integration
Work In One Place
Use Pickspace to define and execute your whole billing process.
This makes it possible to distribute all QuickBooks Invoices to your members.
Stop Doing Manual Work
Save time and effort by automating tasks in QuickBooks and Pickspace.
This ensures that Pickspace does all the hard work in a breeze and click.
