Autotask — Approve & Post
Drop the export here, or paste it. CSV, TSV or XLSX.
Datto — device count
Needs a company column and a device count column.
| Client | Plan | Billed | Expected | Δ | Autotask | Datto | Δ | Status |
|---|
Dropped exports stay in this browser and are never published.
/ search · jk move · enter open
Pax8 invoice → nine lines on the bank expense, the way the workbook split it.
Pax8 — invoice CSV
Pax8 → Billing → Invoices → download the CSV, then drop it here.
Pax8 — credit memos
Optional. Pax8 → Billing → Credits → download the credit memo CSV.
The bill stays in this browser. Only classes and the QuickBooks mapping are saved with the baseline; posting writes to QuickBooks and nowhere else.
Paycheck register → the split by location and role, posted onto the payroll draft.
Paycheck register
Payroll → Reports → Paycheck Register (no units). CSV or XLSX.
Cash requirement
Payroll → Reports → Cash Requirement. Brings the employer tax and confirms what left the bank.
The register stays in this browser. Only the job each person does, the QuickBooks mapping and the admin fee are saved with the baseline.
Kaseya invoice → units per store → two accounts × three classes on the card charge.
Kaseya — invoice
The .xls Kaseya attaches to the invoice email (or the Details sheet as CSV). Drop it here.
The invoice stays in this browser. Product rules, last month's counts and the QuickBooks mapping are saved with the baseline; posting writes to QuickBooks and nowhere else.