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Accounting

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Improved and easier export integration with Quickbooks

I wish Passare could improve integration with Quickbooks. It's frustrating that you: 1. Must be in single user mode. This is not convenient for us and we have several employees that use quickbooks and it's not convenient to make them get out of qu...
Belinda Honea 4 months ago in Case Management / Accounting 0 Future consideration

Accounting Exports

I would like to be able to enter a transaction, i.e. adjustment, correcting invoice or payment, and have the option to check a box that says "DO NOT EXPORT THIS". This would be helpful in balancing from Passare to Quickbooks. Instead of fixing the...
Belinda Honea 4 months ago in Case Management / Accounting 0 Future consideration

Generate Quickbooks Online Invoice from Passare Invoice

We use the Goods and Services and Payments and Adjustments screens to generate our SFG and in some cases invoices in Passare, which work very well and is a great feature. We also use Quickbooks Online and its invoicing features, but to record the ...
Guest 12 months ago in Case Management / Accounting 0 Future consideration

Ability to Calculate Sales Tax off of Total Taxable Amount

Customer Experience: Currently Passare's Sales Tax is setup to tax by item. In Connecticut they tax based on the Total Taxable Amount at a tiered basis. The customer is taxed on anything over $2500. Passare's current setup for taxing does not supp...
Sierra Chaffin over 1 year ago in Case Management / Accounting 1 Future consideration