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Seeking QuickBooks integration beta users

September 7, 2009 19:34 by Ben

We're getting close to a beta test of our new QuickBooks automatic integration for RezOvation GT, and we're looking for a few beta users.  Please read the info below, and if you're interested, email us at beta@rezovation.com.  We appreciate your help!

What is the QuickBooks integration, and what advantages does it offer?

The integration offers synchronization of invoices from RezOvation GT to QuickBooks, at whatever interval you specify.  This avoids the need for any manual updates or manual exports, and allows you to use all of the reporting capabilities in QuickBooks.

You will also be able to link RezOvation GT to any QuickBooks database regardless of location (for example, if you manage your accounting from another location or computer that does not have RezOvation GT installed, you can still synchronize to that location).

QuickBooks also provides an automatic reconciliation with QuickBooks Merchant Service credit card processing as part of this integration.  You must be using QuickBooks Merchant Service (QBMS) through RezOvation GT to use this feature.

What is involved in the beta test?  Anything I need to know?

You must be using RezOvation GT, and you must be synching to the data portal. (If you are using the RezOvation Booking Engine or Webervations, then you are synching to the data portal.)

You’ll need a copy of QuickBooks 2008 or 2009.  If you do not have QuickBooks, but you would like to start processing credit cards through QBMS via RezOvation GT, then you are entitled to a free copy of QuickBooks.  More information here: http://www.rezovation.com/rezovationgt/QBMS-features.html

You should only work on a backup copy of your QuickBooks database.  As such, it is probably best to install QuickBooks on another computer and use the synch from there, as it is not possible to have two databases in one QuickBooks installation.  If you do decide to work with your actual QuickBooks data you should backup your database before enabling the synch.  During the beta test it may be necessary to resynch your data from time to time.

Due to limits in the non-enterprise versions of QuickBooks, you cannot synch more than 14,500 contacts to QuickBooks.  Because RezOvation GT must synch *all* contacts in your database to QuickBooks, if you have more than 14,500 contacts the synch will not work unless you purchase the Enterprise version of QuickBooks.  If you have more than this amount of contacts, you should either archive or merge the contacts first.  (To archive contacts, use the Customer list to filter the contact list, select File > Export List from the menu, and then delete the contacts from RezOvation GT.)

What do you need from me?

Your feedback!  You’ll have direct access to the beta team to share any bugs and suggestions, and your feedback is vital to the efficient, successful completion of the beta phase of this exciting new feature.

Who should I contact?

Please email the beta team at beta@rezovation.com to let us know your interest.

Thanks!

- The RezOvation Team


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