During the period when you are first using the link to QuickBooks, until you have confirmed that all information is being entered and transferred correctly, you'll want to continue using your existing system for making sure that all jobs are being correctly billed and followed up on. While continuing your old system, at the end of each day, check your billings in Chronicle and make sure that they match what's identified by your old method.
If you find any discrepancies, you should:
- use the troubleshooting guidelines for resolving problems with the QuickBooks link.
- make sure that your employees are following our guidelines for Ongoing Data Entry in QuickBooks.
Maintain the same safe-guards you have used in the past for at least a few months after starting using Chronicle. Once you are confident that your employees are entering information correctly, you can then start to wean from your old safe-guards.