Switching · QuickBooks
Switching from QuickBooks invoicing.
Plenty of shops write every invoice in QuickBooks. Bring that history over from your own exports, run the shop in FluxFront, and keep your books in QuickBooks Online.
- No setup fee
- No contract
- 30 day money back
What comes across
From three exports you already have
You export three reports from QuickBooks yourself: your customer contact list, your invoice list and your sales detail. We work from those files. We do not log in to your QuickBooks to read your data.
Customers come across with their phone numbers, emails and addresses. Every invoice comes across with its lines, its memo and whether it was paid in full or had a balance on the day you exported.
- Cars typed into the address box, like the year, make, model, kilometres, VIN or plate, are picked out and become real vehicles.
- When a customer has one car, their invoices are tied to it. When it is not clear which car, the invoice stays with the customer.
- Imported cars do not get service reminders until they have a FluxFront job.
Keep your books
New invoices still go to QuickBooks Online
Moving the shop to FluxFront does not mean moving your books. With the QuickBooks Online integration, the customers, invoices and payments you create in FluxFront are sent to QuickBooks for your bookkeeper.
Your old invoices are not sent back to QuickBooks, so nothing shows up twice.
Careful by design
How we keep your data clean
- 01No name matchingA customer already in FluxFront is reused only on an exact phone or email match, and only when the names agree.
- 02Shared numbers handledA number shared by several customers goes to the most recent one, and the others keep it in a note.
- 03Unclear means reviewAnything that does not match cleanly goes on a review list for you.
- 04Nobody gets a textNew customers come over with texts and emails off.
How it works
Switching is easier than you think.
We import your data, set up your account around your shop, and train your team.
- 01We import your dataCustomers, vehicles and service history brought over.
- 02We set up your shopStaff, services, hours, pricing and automations configured for you.
- 03We train your teamFront desk and technicians learn the system one part at a time.
- 04We stay with youOngoing training and support whenever your shop needs it.
FAQ
Questions shops ask
Do you need access to my QuickBooks account for the import?
No. You export three reports yourself and send us the files. The import never logs in to QuickBooks.
Can I keep using QuickBooks for my books?
Yes. The QuickBooks Online integration sends the customers, invoices and payments you create in FluxFront to QuickBooks.
Will my old invoices be sent to QuickBooks again?
No. Imported invoices are history in FluxFront only. Only new work is sent to QuickBooks.
What about estimates?
Estimates are not in those three reports. Tell us if you want them and we will look at what your QuickBooks can export.
Will imported customers get service reminders?
Not right away. Imported cars are skipped by service reminders until they have their first job in FluxFront, so past customers are not texted out of the blue.
Keep exploring
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Ready when you are
See it on your shop's numbers.
A 30 minute demo, live, with your services and your prices. From $299 a month in CAD. No setup fee.