Re-Leased is designed to operate in conjunction with QuickBooks Online Accounting software.
Items that are managed in QuickBooks Online:
- Tax types
- Chart of accounts
- Classes (tracking field)
Items that can be managed in both Re-Leased and QuickBooks Online:
- Contacts (can only be archived or unarchived in QuickBooks Online)
- Invoices (income invoices and bills)
- Credit notes (credit memos and vendor credits)
- Invoice & Credit Note Attachments
- Payments (can only reverse in QuickBooks Online)
If you decide to use QuickBooks Online Integration, your Re-Leased data will be integrated with the data in QuickBooks Online and will be kept in sync with regular updates.
Your financial settings (i.e. your Accounts, Tax rates, etc.) will then be managed in QuickBooks Online while your daily transactions (i.e. your Invoices and your Contacts) can be managed in both Re-Leased and QuickBooks Online.
Once you are integrated with QuickBooks Online, the items that are managed in QuickBooks Online are no longer managed in Re-Leased.
The items that can be managed in both Re-Leased and QuickBooks Online are passed between Re-Leased and QuickBooks Online as part of our syncing processes. The only transactions which are shared are Invoices/Bills and Credit Notes. Re-Leased is an invoice based system, transactions processed using 'spend money' or 'receive money' in QuickBooks Online are not shared between Re-Leased and QuickBooks Online.
IMPORTANT NOTE: there is a 1:1 connection between each Re-Leased company and the corresponding QuickBooks Online company. Once a Re-Leased company has been connected to a QuickBooks Online company, it cannot be re-connected to any other QuickBooks Online company.