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As far as I'm aware there is no integration. We manually input the data. It's approx 10-15 mins work each day as it only takes a few seconds to load each customer on QB but it is a task that wouldn't be missed. You need to match each customer to the QB customer. I think integration would likely just be for the days sales if it did exist. I have tried to make us bulletproof on information as far as HMRC are ever concerned.Does Squeegee have an integration with QuickBooks or do you copy everything across manually?
I'd argue that you need both. Sales receipts in Xero/QB and a complete (all-time) nitty-gritty clean history in your round management software so you/accountant/HMRC (if ever audited) can dig into the detail/context if they need to.
That's why I built CP to be rock-solid on the transaction/reporting front. The guys who've been on their a decade can still go back and see what the note was on a clean back in 2014 if they need to. Extreme example but you get my point.
To be fair those reports for bigger/older accounts might be getting a bit slow by now, but we'll put an end to that in Overture - speed will be the same (fast) regardless of account size/age. No excuse for slow down with modern tech.
I think one of the big things with data is the loading of records. Squeegee app needs to be archived when you've a large amount of data because loading it slows the app (it used to crash it) I would imagine the info you suggest could be cloud based and cut out a lot of the local data and load time nowadays?