Quickbooks Integration

Integrating Quickbooks

• Navigate to Settings > Integrations, and locate the Quickbooks integration.
• Click Connect.

• You'll be redirected to Intuit's login page, where you can log in to Quickbooks.
• Once logged in, you'll be asked to "Connect" to allow Quickbooks information to be shared back into .
• Make sure to accept all permissions > hit the "connect" button
• In , navigate back to Settings > Integrations, and you should now see Quickbooks is connected!

Note: 

There is a check box that shows up under the QuickBooks Icon integration. Asking if you want to auto send review

What does the QuickBooks integration do:

• Syncs all new contacts that are created in QuickBooks.
• Sends review upon QuickBooks payment in without any automation (only on the first invoice)
• Automatically register sales receipts inside Quickbooks whenever a payment is made inside for order forms, subscription payments, membership checkouts, and calendar payments
• Automatically create an invoice inside Quickbooks as soon as an invoice is marked as sent inside . This will also sync any updates made afterward inside and mark it is paid inside QBO as soon as it is paid inside

Auto creation of sales receipts

• This is applicable for any payment processed via order forms, calendars, or subsequent subscription payments as well
• If a customer exists inside QBO with the same email id with which the transaction is processed, we will update the sales receipt corresponding to the same customer inside QB
• If the customer is not present, we will create a new customer against the email id with which the transaction is processed

One-way invoice sync from to QBO

• This will create a replica of the sent invoice, along with the total amount (including taxes and discounts) on QBO for frictionless accounting sync
• Any updates made on the invoice inside will be updated on QBO. This will include any invoice status change transitions inside , such as the invoice is paid by the customer, or invoice is voided on or any further discount is added upon customer request
• This will not sync existing invoices already created within . Only new invoices created from now on will get synced inside QBO
• If a customer exists inside QBO with the same email id with which the transaction is processed, we will update the sales receipt corresponding to the same customer inside QB
• If the customer is not present, we will create a new customer against the email ID with which the transaction is processed

Please Note:

- Once the integration has been established only NEW leads will be added as contacts to your location. It may take up to 5 mins before you see the new contact in the CRM

- To add older Quickbook contacts to the CRM please export them first then add them to the system via CSV