PREOS’s management platform enables Coworking Spaces and Serviced Offices handle all business-critical processes in a flexible workspace, including Billing. The system’s tight integration with Memberships, Bookings, and Ad-hoc purchases help space operators save time by allowing them to issue correct invoices with 1 click, do monthly bill-runs for all members of the space and send payment notifications if a charge fails.
PREOS’s integration with QuickBooks enhance those capabilities by automating the collaboration between the two systems and allowing space operators to use one system to run the billing of their whole space while taking advantage of the advanced functionality of a real accounting system.
Once the integration is active, the following process occurs instantly and automatically if an Invoice is generated in PREOS:
PREOS ends to QuickBooks all necessary data it needs to create an invoice
QuickBooks uses its own Invoice template to create the invoice
QuickBooks populate the invoice with the next available invoice number
QuickBooks send the invoice to PREOS
PREOS take the QuickBooks invoice and sends it to the respective company/member’s email and attach it to their profile in the Member’s Portal
If the invoice is marked as paid (manually or automatically), PREOS goes to QuickBooks in real-time and mark it as paid there as well
If the invoice is marked as paid in QuickBooks, PREOS is pinged in real-time to mark the invoice as paid
As a result, your accounting is 100% automated and your invoices are always up-to-date both in QuickBooks and PREOS.
Why this feature is important for your business
Sync Your Account Recordings
Ensure that your accounting data is always up-to-date through a real-time, two-way communication enabled by the integration.
Work In One Place
Use PREOS to define and execute your whole billing and to distribute all QuickBook invoices to your members.
Stop Doing Manual Work
Save time and effort by providing QuickBooks with all the data it needs to issue invoices automatically.
How To Video here
Managing Partner Sarona Space
Best-in-class app, I can easily connect with my members with a beautiful interface
CEO & Co-Founder Urban Place
Invoicing and member payments were never so easy
CEO LABS TLV
I was impressed with the seamlessly on-boarding and the top-notch customer service. Thanks!