Just wanted to say thank you for this video. Just moved to Autotask two months ago, and on my second month of billing I could not remember where to process invoices and was going crazy as the KB articles are not that great. Learned it from you! Bookmarking this for when I forget again. :)
Thank you so much for posting this! I just went through and was able to integrate QBOL and Autotask. I have some deeper things to configure but will be in touch for consultation. I listen to your podcast as well and it really makes me think about the possibilities of Autotask and automation. Thank you!
Im confused, does the integration only copy over billing codes? meaning i need to create a separate billing code (service code) in Autotask for each service i have in Autotask? for example: Microsoft 365 Premium > new service code: Microsoft 365 Premium?
Just wanted to say thank you for this video. Just moved to Autotask two months ago, and on my second month of billing I could not remember where to process invoices and was going crazy as the KB articles are not that great. Learned it from you! Bookmarking this for when I forget again. :)
You are welcome. Glad it helped. Thank you for watching
Thank you so much for posting this! I just went through and was able to integrate QBOL and Autotask. I have some deeper things to configure but will be in touch for consultation. I listen to your podcast as well and it really makes me think about the possibilities of Autotask and automation. Thank you!
You are very welsome. Glad you got some use out of it. Any time you are ready, happy to chat
can you explain where its best to send invoices from and how that works in the context of this video, from Autotask vs from QBOL?
I would always recommend sending from QBOL rather than Autotask (or any PSA fo that matter)
Im confused, does the integration only copy over billing codes? meaning i need to create a separate billing code (service code) in Autotask for each service i have in Autotask? for example: Microsoft 365 Premium > new service code: Microsoft 365 Premium?