Description of Issue
Is there a way to to integrate QuickBooks with Enterprise ERP (powered by Munis)?
Context
- Integration
- QuickBooks
- 3rd Party Software
Cause
Site performs some actions in QuickBooks instead of Tyler Software and wants to represent that data in the General or Project Ledger
Resolution
- Enterprise ERP (powered by Munis) does not integrate with QuickBooks.
- Sites do have the option of using manual journal entry to represent data in a 3rd party program in our software for General and Project Ledgers.
- General Journal Entry/Proof can enter GEN or GCR actual journals
- Encumbrance Journal Entry/Proof can enter GEL for encumbrance/liquidations
- if Purchase Orders and Contract programs are not used to record and post to ledger
- Budget Transfer and Amendments can enter BUA for budget
- The Accounting Entries program gives access to all 3 transaction types and programs as well
- Finally the Journal Import program can also bring these journals into the system as long as site follows file format with matching data file
- Most find the custom template option the easiest way to bring in data from other systems
Additional Information
- How to create a manual GEN journal
- How to Create an Encumbrance Journal
- How to enter budget amendment for GL account
- Journal Import File Layouts documentation http://muniskb.tylertech.com/DocumentViewer.aspx?doc=mQ0Wus6VBIarXxTq0cYz3w==
- Custom Journal Imports and Export documentation http://muniskb.tylertech.com/DocumentViewer.aspx?doc=XWFZS+e0KEKEo6kC+yuEwQ==
0 Comments