Podcast
Questions and Answers
What is the primary purpose of Forlane CX's "Live Sync" feature?
What is the primary purpose of Forlane CX's "Live Sync" feature?
Which of the following is NOT a benefit of using Forlane CX?
Which of the following is NOT a benefit of using Forlane CX?
How frequently is data pushed from Forlane CX to QuickBooks Desktop?
How frequently is data pushed from Forlane CX to QuickBooks Desktop?
What is the function of the Customer Center within Forlane CX?
What is the function of the Customer Center within Forlane CX?
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Which of the following sales transaction types can be managed within Forlane CX?
Which of the following sales transaction types can be managed within Forlane CX?
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Study Notes
Forlane CX
- Forlane CX is a cloud-based software designed for QuickBooks Desktop users.
- It maintains the look and feel of QuickBooks Desktop, but with an updated interface.
- It synchronizes bidirectionally with QuickBooks Desktop, ensuring real-time data updates.
Live Sync
- Data from Forlane CX is pushed to QuickBooks Desktop every 10 seconds.
- Data from QuickBooks Desktop is pushed to Forlane CX every minute.
Customer Center
- The Customer Center in Forlane CX allows users to create, modify, and manage customer data.
- Customers added, edited, or modified in Forlane CX are synced with QuickBooks Desktop in real-time.
Sales Transactions
- Forlane CX facilitates the creation and management of sales transactions, including estimates, sales orders, invoices, credit memos, and payments.
- The interface mirrors the transaction screens in QuickBooks Desktop for a familiar experience.
- Changes to sales transactions made in either Forlane CX or QuickBooks Desktop are automatically synced to the other platform.
Benefits
- Speed: Real-time data updates due to the live synchronization feature.
- Familiarity: The software's design closely resembles QuickBooks Desktop for a seamless transition.
- Cost Savings: Forlane CX eliminates the costs associated with hosting, IT support, and QuickBooks Desktop licenses.
- Scalability: The user interface dynamically adjusts to different screen sizes.
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Description
This quiz explores the features of Forlane CX, a cloud-based software for QuickBooks Desktop users. Learn about its live sync capabilities, customer management tools, and how it facilitates sales transactions. Test your understanding of this innovative integration with QuickBooks.
