Features and How To's
This section contains articles on the various features and how to use them.
Prerequisites
Before attempting to use this module, users should:
- Have a good understanding of how to use QuickBooks
- Have a good understanding of Billing in Emersion.
Dependencies
In order to use this module, service providers must have:
- An account with Quickbooks Online.
Access Control
Module permissions and powers are used to control access to modules, Powers are used to control access to features of a module, functions, and page sections.
If you are unable to access a given feature and you have checked the permissions and powers, please raise a support ticket with Emersion.
Module Permissions
| Module Permission | Description |
|---|---|
| Integration - all | Required to access Integration > QuickBooks |
Powers
| Power | Description |
|---|---|
| QuickBooks Integration | Provides access to pages related to QuickBooks integration. |
| Connect to QuickBooks | Enables users to use the 'Connect to QuickBooks' button. |
| Accounting Systems Integration | Parent power for accounting integration |
| Mark Payment Internal | Grants access to marking payments as internal only |
Module Events
No events are included with the module.
Module Reports
No reports are included with the module.