While Autotask allows you to generate invoices and financial reports, it does not have a system for tracking Accounts Receivable and Accounts Payable, or General Ledger functionality. Billing items are considered pending revenue before they are approved and posted, and billed revenue as soon as they are posted. Exporting or invoicing an item has no impact from a revenue recognition point of view.
Because of this limitation, a large number of Autotask customers use external accounting applications. For a complete list of accounting integrations with Autotask, refer to the list of accounting integrations on the Datto website.
Autotask provides documentation for the QuickBooks Extension (for desktop use) and Intuit's QuickBooks Online integration. For legacy users only, we continue to make a PDF file of the documentation for integrations with Sage Peachtree and Microsoft Dynamics GP available.
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