Setting up QuickBooks Integration

What does the QuickBooks integration do:

• Syncs all contacts that are created in QuickBooks already along with any new contacts created after the integration.
• Sends Review Request upon QuickBooks payment in the platform without any automation (only on the first invoice).
• Automatically register sales receipts inside QuickBooks whenever a payment is made inside the platform 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 the platform. This will also sync any updates made afterward inside the platform and mark it as paid inside QuickBooks Online (QBO) as soon as it is paid inside the platform.

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 QuickBooks.
•  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 the platform 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 the platform will be updated on QBO. 
• This will include any invoice status change transitions inside the platform, such as the invoice being paid by the customer, or the invoice being voided on the platform, or any further discount added upon customer request. 
• This will not sync existing invoices already created within the platform. 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 QuickBooks. 
• 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, all leads will be added as contacts to your location. It may take up to 5 minutes before you see the contact in the CRM.
• This includes any existing contacts on QBO along with the new contacts added after the integration.

How to Integrate QuickBooks

• Head into your settings > integrations > Click on the "QB Connect" button > Login
• Make sure to accept all permissions > hit the "connect" button

Note:
There is a check box that shows up under the QuickBooks Icon integration, asking if you want to auto-send reviews.