QuickBooks Integration Setup

This guide will walk you through the process of linking QuickBooks with your CRM software. By doing this, you can eliminate the need for manually entering contact information into your CRM whenever a new contact is created in QuickBooks.

Once the systems are connected, any new contacts added to QuickBooks will automatically sync with your CRM, and a review request will be sent after payment is received.

Features of the QuickBooks Integration:

• Automatically syncs newly added contacts from QuickBooks to your CRM.

• Sends review requests to customers after their payment is processed, without requiring additional automation (applicable to the first invoice only).

• Generates sales receipts within QuickBooks when payments are made in your CRM for order forms, subscriptions, memberships, or calendar transactions.

• Instantly creates invoices in QuickBooks when marked as sent within the CRM, synchronizing any updates made later, and marks the invoice as paid in QuickBooks once payment is received in the CRM.

Automatic Sales Receipts Creation:

• Applies to payments made through order forms, calendars, or recurring subscription payments.

• If the customer already exists in QuickBooks with the same email used during the transaction, the sales receipt will be updated for that customer.

• If the customer does not exist in QuickBooks, a new customer profile will be created using the email address associated with the transaction.

One-Way Invoice Sync from CRM to QuickBooks:

• A replica of the sent invoice, including taxes and discounts, will be generated in QuickBooks to ensure smooth accounting synchronization.

• Any updates to the invoice within the CRM, such as status changes (e.g., paid or voided) or additional discounts, will be reflected in QuickBooks.

• Only new invoices created after the integration will sync with QuickBooks; previously existing invoices will not be synced.

• If a customer exists in QuickBooks with the same email as the transaction, the corresponding sales receipt will be updated. If not, a new customer profile will be created.

Important Notes:

• After integration, only newly added leads will sync as contacts in your CRM, and it may take up to five minutes for new contacts to appear.

• To add older contacts from QuickBooks, export them and then import them into the CRM using a CSV file.

Steps to Integrate QuickBooks:

1. Go to Settings > Integrations, then click the QB Connect button.

2. Log into QuickBooks and grant the necessary permissions.

3. Click Connect to finalize the integration.

4. Once connected, you'll see an option to disconnect the QuickBooks account if needed.

Note: There's an option to automatically send review requests, which can be enabled under the QuickBooks integration icon.