Getting Started

To help you manage billing and payroll, plus keep Client and Caregiver information up-to-date, Generations interfaces with both the desktop and online versions of QuickBooks.

Videos

• Connecting QuickBooks Desktop and Generations
• QuickBooks Online and Generations
• Recommended QuickBooks Settings
• QuickBooks Client Setup
• QuickBooks Caregiver Setup
• QuickBooks Sub-Items
• Importing QuickBooks items into Generations (This is also known as linking items.)
• Exporting Generations items into QuickBooks (This is also known as linking items)
• Sending Invoices to QuickBooks
• Sending Payroll to QuickBooks via Timesheets or Bills

QuickBooks Desktop

The desktop version of QuickBooks requires the use of the Generations Interface for QuickBooks - a downloadable program. Learn more about the interface on the following pages:

• QuickBooks Desktop
• Exporting Generations Data Into QuickBooks
• Importing Data from QuickBooks
• Transfer Timesheets or Bills to QuickBooks
• Transfer Invoices to QuickBooks

QuickBooks Online

The online version of QuickBooks requires the use of the Generations Interface for QuickBooks Online - an app that facilitates exchange of information via the web. It is accessed via the QuickBooks icon in the lower right corner of the home screen of Generations. Learn more about the interface on the following pages:

• QuickBooks Online Overview
• QuickBooks Online Connections
• Export Generations Data to QuickBooks Online
• Import Data From QuickBooks Online
• Transfer Timesheets or Bills to QuickBooks Online
• Transfer Invoices to QuickBooks Online