Welcome to RouteTech

RouteTech is software for organizations that have location based collections that are split with the account/location.

Signing Up

To register an account with RouteTech simply follow the link below.

Accounting

Getting started

There are two main ways to get started.
1. Import from QuickBooks
2. Manual entry

QuickBooks

To import from QuickBooks you must have an existing QuickBooks company and authorization to use the QuickBooks module in RouteTech.

Steps to import

  1. Log in to RouteTech

  2. Navigate to the Account List (Accounting/Account/Index)

  3. Click the "Import From QuickBooks" button.

  4. You'll be sent to a QuickBooks page where you'll need to supply the credentials to sign in to your Online company.

  5. Once you've signed in to your company, you'll be sent to another page requesting authorization for RouteTech to connect with your company. Click the "Connect" button if all the information is correct.

  6. RouteTech will then download your accounts and create locations for them.

  7. If the account already exists RouteTech will update it.

Manual Entry

  1. Log in to RouteTech

  2. Navigate to the Account list (Accounting/Account/Index)

  3. Click the "New Account" button. Enter the required information. You must enter a name at minimum.

  4. Click the "Save" button

  5. Once the account is created you can add as many locations to it as you like.

  6. If you're still on the account form you can click on the "Locations" and then on the "NewLocation" button

NextQuickBooks

Last updated