Estimates (Quotes) are created from a job. Open an existing job or create a new job. At the bottom of the job page click the “Actions” button then click “New Estimate” The New Estimate page will open and populate with data from the job page: The estimate is ready, however you have several options to […]
Accounting
Review accounting features including items, invoicing, price levels, and more.
Creating an Invoice
Invoices are created from a job. Open an existing job or create a new job. At the bottom of the job page click the “Actions” button then click “New Invoice” The New Invoice page will open and populate with data from the job page: The invoice is ready, however you have several options to modify […]
Removing Bella FSM QuickBooks Integrator
Occasionally the integration between Bella FSM and QuickBooks can get out of sync for various reasons. You may need to remove the Bella FSM QuickBooks Integrator and add it to the QuickBooks Web Connector again. Follow the two steps below. Step 3 is only needed if Step 1 and 2 do not work for you. […]
Acceptable Characters for QuickBooks
Sometimes, sending invalid characters in your company name or in the name of one of your list items (such as Customers, Vendors, Items, or Accounts), can lead to errors when integrating Bella FSM with QuickBooks. To avoid or remedy these errors, make sure your Company name, Customers, Vendors, Employees and Item names in Bella FSM […]
Accounting Overview
The ‘Accounting’ tab manages your Chart of Accounts, Transactions, Items, and Price Levels. From the Accounting tab you can export transactions into a CSV or Excel spreadsheet for import into an accounting software. Also, you can set up integration with QuickBooks. Chart of Accounts – The Accounts List is your Chart of Accounts. Bella has […]
QuickBooks Desktop Integration
Bella FSM QuickBooks Integrator is designed for these versions of QuickBooks Desktop: IMPORTANT: Step 1) Step 2)