Moving to BlueTac
- Moving from QuickBooks: what the QuickBooks import brings in, and what stays behind.
- Moving from spreadsheets: importing your sites and employees from CSV files, then building your shifts.
Getting started
- Start your free trial: choosing a plan, the card and when the first charge comes.
- Invite your employees: adding people and sending their email invitations.
Accounting
Accounting is included in every plan: ledger, invoices and payments, bills and expenses, sales tax, financial reports and bank reconciliation, with QuickBooks import and QuickBooks Online and Xero export files.
- Export to QuickBooks Online or Xero: files for an accountant who keeps the books there.
Connecting your software
- BlueTac API: read your sites and shifts from your own software with an API key.
Billing
Plans, seats, renewals, cancellation and payment are answered in How billing works on the pricing page.
Not available yet
Customer-connected email sending, automatic visual comparison, live voice, bank feeds (automatic bank and card connections), full QuickBooks history migration, creative tools and autonomous agents are not available in this offer yet.
Contact
BlueTac is a web app from BlueTac Management LLC. Contact: accounts@BlueTac.com.