The Back Office is a third-party company that partners with Tekmetric to provide accounting integration software called Accounting Link. Accounting Link allows you to connect your accounting software with Tekmetric to automate the sending of your financial information and reduce manual entry into your accounting software. Think of Accounting Link as a customized data pipeline that transports your Tekmetric data into your accounting software. Since each shop runs differently, the Accounting Link software’s flexible setup allows you to dictate how Tekmetric data will be sent to your accounting system.
Accounting Link is compatible with today's leading accounting software packages, including QuickBooks Desktop, QuickBooks Online, and several other popular platforms.
Connect Back Office with Tekmetric
- Click the Shop Settings section on the bottom of the left menu bar.
- Click the tab Integrations.
- Click Manage in the Back Office box.
4. A window will appear and explaining Back Office pricing and features. If you wish to set up the integration, click Continue.
5. Select a 'Sync Start Date' - this date is the starting date in which the Back Office will begin pulling accounting data from Tekmetric. There are a few considerations in selecting this date:
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- You can retroactively pull data from Tekmetric. For example, if you launch in February and then decide later that year in October that you'd like to add The Back Office's Accounting Link Software, you can back-date your Accounting Link start date to retroactively pull data.
- The earliest date you can select for a retroactive data pull is your Tekmetric launch date. Retroactive data cannot be pulled from migrated data.
- Check the "I accept the Tekmetric terms and conditions" and click Continue.
6. You will then see In Progress in the Back Office Integration Box. At this point, a representative from The Back Office will contact your shop and work with you to get Accounting Link configured to properly map your Tekmetric shop to your accounting software and Chart of Accounts.
Disconnect/Cancel Back Office with Tekmetric
If you would like to cancel your integration with The Back Office, please email us at support@tekmetric.com and let us know that you would like to cancel it. We will deactivate the integration on the back end.
Accounting Link FAQs
Does migrated data transfer as well?
Only data from Tekmetric will be sent to the Back Office; data migrated from other shop management systems will not be transferred.
I am new to Tekmetric but not to Accounting Link. Can I use my existing account?
If you were previously using the Back Office's Accounting Link through a different SMS, the setup fee will still apply since complete re-mapping is required to adjust for Tekmetric's data structure.
How does the setup process work?
Once an order has been placed, one of the Back Office team members will reach out to you to schedule the installation appointment. On the installation appointment, one of their Accountants will walk you through best practices and demonstrate how to process your activity using 3 days of your activity that has accumulated. That's all there is to it!
Should I wait until the beginning of the month (or year) to start using Accounting Link?
This decision is entirely up to you and depends on your personal preference. You can start using Accounting Link at any time. Just ensure that your chosen start date does not overlap with any sales, deposits, or accounts payable information already entered into your accounting software to avoid duplication.
Click here to learn more about Accounting Link
Click here for more information on what data is transferred