Combined, it manages all your business needs.
MHelpdesk + QuickBooks gives you a complete end-to-end solution. MHelpdesk provides complete service management, while QuickBooks takes care of accounting. The table below shows you how you can benefit from this combo.
|Customer Management (CRM)|
|Accounting & Payroll|
Already a QuickBooks user?
If you’re an existing QuickBooks user, you can import your QuickBooks data into MHelpdesk. For most users, this can save time since customers, products, services, and tax settings from QuickBooks will be copied into MHelpdesk. This can reduce the time it takes to make the switch to MHelpdesk + QuickBooks. Click the video below to learn more.
How is my QuickBooks data used in MHelpdesk?
MHelpdesk takes all of your customers, products, services, tax rates, and terms and copies them into MHelpdesk. You can now create estimates and invoices for customers using MHelpdesk instead of QuickBooks. Click the video below to learn more.
How do I copy MHelpdesk records back to QuickBooks?
Just select the records that you would like to copy to QuickBooks, then click the “Send selected items to QuickBooks” button. This saves you time by avoiding double-data entry. Click the video below to learn more.
What our customers say.
We’ve been using QuickBooks for years now, but had an issue tracking dilemma. QuickBooks is great for managing the accounting side of our business, but lacked any real service management features. The problem was that QuickBooks only let us enter some very basic notes. What we really needed was a way to keep track of and organize more important details.
MHelpdesk does a great job at filling that gap. Today, when a customer calls the first thing we do is create a service-request in MHelpdesk (Job). This lets us keep track of their contact info and take notes. I also use MHelpdesk to keep track of important dates, which I couldn’t do with QuickBooks. The MHelpdesk calendar does a great job at showing us our schedule to avoid double-booking. Unlike QuickBooks, MHelpdesk also tracks the status of every service-request. We can now create customized reports for mailers, and view the service history of all our customers.
When we first started using MHelpdesk, we found ourselves going back and forth between QuickBooks and MHelpdesk. This was before we realized that there was an export tool. We’d use MHelpdesk for everything leading up to the invoice, then switch to QuickBooks. But once we started using the export tool, we started using MHelpdesk for almost everything.
At any time, our accounting department can transfer those MHelpdesk records into QuickBooks to keep our accounting records up-to-date. Instead of manually duplicating records between MHelpdesk and QuickBooks, he can now send the items over with a few clicks. Overall, using the two together gave us complete coverage over our daily operations. A good side-effect is that we also saved a ton of time.
Mira Loma, CA