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I am looking for an app that I can set up an online schedule for each employee, that also allows for the technician to use their schedule appointments to generate a digital invoice that customers can sign off on. I also need the invoices to allow pictures/documents to be attached and then everything sync back to QBO - am I searching for a unicorn or does something like this exist?
Hello @BrandiB2,
Thank you for posting here in the Community. I'm here to help you with your concern about an app for scheduling and digital invoicing.
You'll need a third-party application that integrates with our QuickBooks system. There are a lot of apps that offer this type of service to businesses.
However, we can't recommend a specific app you can use with our accounting software. Though, I've found one in our QuickBooks Apps Center that may help you with what you need.
You can check the Overview and FAQs section to know more about the services offered. Check out this page: https://quickbooks.intuit.com/app/apps/appdetails/sm/en-us/.
Also, you can check out this direct link to search for more scheduling and invoicing apps: https://quickbooks.intuit.com/app/apps/home.
For your reference, I've attached an article about apps and integrations developed in collaboration with Intuit: Apps that work with QuickBooks.
Drop me a comment below if you have any other questions about QuickBooks invoicing or syncing data. I'll be happy to help you some more.
What kind of business do you run? A field service company or else?
We're a service company.
We are currently using FullSlate for scheduling, but they don't do invoicing. I cannot use QBO for invoicing because 95% of what we do in through insurance companies and depending on the company, some of our contracts prohibit us from disclosing cost. I've tried a few in the app store, to see if I can get anything but every app I've tried it one or the other, or the invoices don't sync back to QBO
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