Let me start off by explaining how our business is structured. We're a small business of 8 employees. We provide IT support/managed services to both residential clients, and commercial clients. We currently use JIRA core for project tracking, Quickbooks POS as our ticket/inventory system, and Quickbooks Pro for accounting (which syncs with our QB POS).
We are in desperate need of a new ticketing system, as using Quickbooks POS is a complete mess. Our goal is to use JIRA Service Desk as our ticket system (we already have a test environment setup), and Quickbooks Online for accounting.
However, the way our company is structured and bills clients, I'm running into issues getting this setup the way we need. We're open to using add-ons and piping to sync the data between QB and JIRA if needed.
Some info on how we operate: We treat billing for both residential and commercial clients the same way. Say if someone calls us saying they can't print, and after some troubleshooting, we determine they need a new USB cable for the printer. We would pull the cable from our retail inventory, bill for the item and also bill say 1 hour of labor for the troubleshooting.
We would like to be able to invoice directly in JIRA Service Desk, including entering the amount of labor provided, scan the UPC for the USB cable into the invoice, and have that item removed from our stock. Then have this info sync to Quickbooks Online for our accountant.
We could then print the entire ticket and invoice to provide to the customer as their receipt. I've looked into Automate.io, and a few other options and I'm just overwhelmed and confused by all of the different options.
Hoping someone else has a similiar structure or knows of a way that we can configure this to work how we need.
Thanks!
