In this article, we will cover integrating QuickBooks into your account. By connecting these platforms, you can automate the data transfer process, which saves time and reduces the risk of human error. Instead of manually entering financial details such as customer information, invoices, payments, and other transaction data into QuickBooks each time a new contact is created, integration allows this information to be automatically synced from one system to the other.
Navigate to Settings > Integrations > Click the "QB Connect" button.
Choose whether to import all QuickBooks invoices by toggling the switch, then click Next to proceed.
By default, all contacts will be imported upon initial connection.
Configure sync settings to gather feedback for completed invoices automatically. By default “Send Review Requests” is turned off. Leave it off if you don't want automatic review requests triggered when an invoice balance hits zero, giving you full control over when review requests are sent.
Go ahead and click the Connect button to initiate the integration.
A new window will appear, prompting you to enter your email address or phone number to log in. Please follow the on-screen instructions to complete the integration process.
After the integration is complete the system takes you back to the Integrations tab to confirm that your QuickBooks account has been connected.
When you have your QuickBooks account integrated, it will show the option to disconnect the account whenever you want.
Automatically syncs new contacts created in QuickBooks.
Sends a review request in your CRM after the first invoice is paid.
Records sales receipts in QuickBooks for payments made in your CRM (e.g., orders, subscriptions).
Syncs new invoices from CRM to QuickBooks, including status updates (e.g., paid, voided, or discounted).
When a payment is processed in your CRM, if the customer exists in QuickBooks with the same email, the sales receipt updates in QuickBooks. Also, if the customer does not exist, a new customer is created in QuickBooks using the email.
Invoices created in your CRM are synced with QuickBooks for seamless accounting. Updates to the invoice (status changes, payments, etc.) are reflected in QuickBooks.
Integrating QuickBooks into your CRM enhances efficiency and provides control over review requests, benefiting both your business and customer relations.
