Mapping the Chart of Accounts to the Sales Summary
Corporate users can configure product categories and their subcategories to generate sales report. Navigate to Admin > Finance > Configure Categories for Sales Report.Click the Associate Mapping tab. You can associate your Standard QuickBooks CoA with the Sales Summary by dragging the Account Va...
P&L Reporting of Multiple Locations
If you are a multi-unit owner using one QuickBooks account to manage all of your businesses, you only have to log in once to the FranConnect System to map your locations with QuickBooks. Multi-Unit franchisees often manage this multiple business structure using QuickBooks Classes to separate inco...
How to use the Mail Merge Tool in FranConnect Sky
First go into your system and download the Mail Merge tool by going to your name at the top right of the system. Select Options > Integrator > Miscellaneous > Mail Merge.Now if you have admin rights to install the software on your computer you can install this software. If you do not have Admin r...
Install the Email Uploader Add in for Outlook using Office 365
Continuous communication between prospects and lead owners is important for growth and success of every franchise development. Emails from leads and contacts that are received outside of FranConnect system cannot be tracked and recorded in the activity history. FranConnect’s new Email Uploader Ad...
Gmail Plug-in
Using Gmail with the FranConnect plug-in While running the FranConnect Gmail app, when you highlight an email address, the App will suggest records in FranConnect that match the email address. It will also suggest related contacts based on the domain name in your email. These records may come fro...
About QuickBooks (QBO) Integration
About QuickBooks (QBO) Integration You can integrate your current QuickBooks chart of accounts with financial information in your FranConnect implementation. With FranConnect Sky Finance plus QuickBooks, you can eliminate manual entry of franchisee data, multiple spreadsheets, and eliminate the n...
Outlook Email Uploader Guide
Introduction to Outlook Email Uploader FranConnect Sky for Microsoft Outlook allows you to immediately access all of the critical contact data contained in your FranConnect system from within Outlook. And new contact information contained in an email can be saved added to FranConnect and tracked ...