AvailSuite - Service Management Software
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This page is the part of the AvailSuite online help.

AvailSuite is a software solution for managing a small or medium service business. It covers all critical activities of small companies, like customer and work order management, invoices and account receivables, employee scheduling, and task management.
Synchronization with QuickBooks

The feature is unavailable in Personal edition.

AvailSuite provides a two-way integration with QuickBooks.

To run it, follow the instruction.

  1. Run QuickBooks.
  2. In AvailSuite, run Import/Export Wizard (on the main form, click Maintenance | Utilities | Import/Export Wizard)

    3. A wizard form appears.

  3. Choose QuickBooks as a data source, and click Next.
  4. If you are making the synchronization the first time, QuickBooks will ask you about accessing its files from AvailSuite.
    1. A QuickBooks Application Certificate form appears.

    2. Choose one of options started with yes on the form. For example, you don't want to be asked on the next synchronization, choose Yes, always; allow access even if QuickBooks is not running'.
    3. Click Continue.
    4. You will be returned to the AvailSuite Import/Export wizard. It will ask you for choosing accounts for items and banking.
  5. Choose a QuickBooks account for items. This means an account for tracking your warehouse in QuickBooks.
  6. Choose a QuickBooks account for banking. This means an account for tracking your financials (invoices, AP invoices, payments etc) in QuickBooks.
  7. Click Next.

    8. AvailSuite will perform a two-way synchronization with QuickBooks and provide you a report about the synchronization made.

How does AvailSuite synchronize with QuickBooks?

AvailSuite performs a two-way synchronization of Customers, Vendors, Parts, Services, and dictionaries. After synchronization, both systems contain the latest version of these objects.

Please note that AvailSuite is not a bookkeeping system but QuickBooks does. Therefore, QuickBooks contains more details on finances than AvailSuite. We restricted synchronization of finances with the following:

  1. AvailSuite updates QuickBooks with Orders, Invoices, Purchase Orders, AP Invoices, Payments, AP Payments, or Expenses but does not perform a back update from QuickBooks.
  2. AvailSuite adds new documents only into QuickBooks but does not update existing ones.
  3. AvailSuite creates new documents in QuickBooks only when they become completed in AvailSuite. It does not add draft, negotiate and other non-Completed documents into QuickBooks.

Supported QuickBooks versions

AvailSuite supports the following version of QuickBooks:

  • Premier 2006
  • Premier 2005
  • Premier 2004
  • Pro 2006
  • Pro 2005
  • Pro 2004