Autotask works like a multifaceted technology platform that performs significant as well as decisive business functions like expense management, service desk, project management, CRM, and time & billing in a business organization. This platform is designed for all those technology solution providers who have multiple clients using extensive network infrastructures. It features remote monitoring and management which can be an add-on or integrated into a secure and encrypted environment across devices, domains, and networks. This IT business management solution providing platform allows its user to view their IT assets and set system-wide monitoring policies like auto-response, auto-resolution, email alerts, and dashboard lookup.
Autotask features a built-in project management module that helps to keep customer service delivery on time, within budget, and can reach its targets. While generating real-time data, the user can measure his project’s profitability with enhanced visibility of cost-efficiency and can team up with appropriate people for the right tasks.
For flawless performance, Autotask integrates with the best of business accounting software like QuickBooks Online for a wide array of business processes and productivity solutions.
The Autotask team has devised proper integration of Autotask with QuickBooks Online that helps users keep track of the money coming in and out of their business.
1. Firstly, users should properly authentic their Autotask and QuickBooks Online accounts.
2. Thereafter, do pick one of the apps as a trigger that can kick off automation.
3. Subsequently, select a resulting action from the app.
4. Finally, the user should select the data to be sent from one app to the other.
The users have the access to transfer as well as synchronize Purchase Orders and Inventory from Autotask to QuickBooks and can pay their vendors from there. The invoices generated in Autotask can be transferred and can be managed in QuickBooks. The transfer expense reports generated in Autotask can be transferred while resources can be reimbursed for travel expenses from QuickBooks.