How does SolarNexus integrate with Quickbooks or other accounting systems?

SolarNexus does not have a formal software integration with any third party accounting software at this time. But, regardless of accounting system, SolarNexus' project milestone notifications are a significant operational complement to ensuring timely invoicing of your customers from within your accounting system.

To keep SolarNexus and your accounting system working in harmony, SolarNexus recommends using milestone notifications to effectively involve your bookkeeper in the process:

• The individual inputting customers and creating invoices should be a SolarNexus user.
• Have a consistent set of project milestones on which progress payments are invoiced. If needed, create custom project milestones to track these.
• In the SolarNexus profile for your bookkeeper, add milestone notifications for all the Sold milestones and subsequent progress payment milestones.

Following a customer sale, the bookeeper will receive a notification of the sale. Using the project information in SolarNexus, the bookkeeper can create a new customer in the accounting system and record the sale amount, and receipt of the deposit. When the project reaches the next progress payment milestone, the bookkeeper will receive the related notification and can create the required customer invoice. NOTE: you may also find it useful to include milestones for the actual invoicing so that you can ensure from within SolarNexus that it was done in a timely fashion.