You’re hunched over Excel. Eyes glazed. The entire spreadsheet filled with last month’s financials.

You export your data, review it, import it into your accounting software, and wait for the sync.

Just when you’re about to breathe a sigh of relief, you see…your accounts receivable in your funeral home software don’t match your accounting software.

Cue the sigh of frustration.

Software is supposed to make your life easier. But manually transferring data into your accounting software is time-consuming and leaves room for mistakes.

Passare’s integration with QuickBooks Online (QBO) simplifies the process. With this integration, you can sync financials directly to QBO to save you time, reduce errors, and give you peace of mind knowing your financials are up to date.

Here are 3 benefits of using this integration to simplify your accounting process.

#1: Free yourself from hours spent on spreadsheets

When your to-do list is overflowing, the last thing you want is to waste time cross-checking data between systems. With Passare’s QuickBooks Online integration, your financials sync instantly, keeping both platforms up to date without any extra work on your end.

The integration syncs contract and payment data, as well as financial data from Passare features like Checks, Batch payments, and others between the two platforms.

Plus, you won't have to spend time entering customer and vendor records in QBO. Passare scans for record matches and creates new ones in QuickBooks if none are found. That way, both systems stay in sync without you having to take any extra keystrokes.

And if you still want to control when your data syncs, manual syncing is still available. But now, it’s as simple as clicking a button.

#2: Cut costs on third party tools (and simplify your process at the same time!)

Getting financials from one software to another requires many steps and a third-party tool like SaasAnt just to get the data where it needs to go.

This is inconvenient. It’s more money out of your pocket. And it’s added frustration you don’t need.

With this integration, data flows directly from Passare to QBO, so SaasAnt isn't needed to transfer information from one software to another. This eliminates steps, simplifies the process, and saves you money.

That's what we like to call a win-win-win. 😏

#3: Prevent errors to keep your books clean

Tired eyes and endless rows of Excel data are a recipe for an error. A deleted cell here, a misplaced decimal there, and suddenly your books are off.

With the ability to sync information directly, you can reduce the risk of errors and view accurate, up-to-date information in QBO at any time!  

And if an error were to happen, you’ll get a notification and a clear log showing exactly what happened. No more digging through spreadsheets to track down the issue. Once you fix the mistake, you can retry the sync directly from the error page in Passare, saving you from having to start over.

Balance the books without the stress.

Managing funeral home finances doesn’t have to be a frustrating process. Passare’s QuickBooks Online integration allows you to skip the spreadsheet shuffle and instantly sync financials for a faster, more accurate process.

Ready to make your accounting process easier?

Explore the integration here or get a demo to see QBO, along with 40+ other integrations in Passare designed to simplify your entire workday.