This article covers how to integrate QuickBooks with your account. Connecting the two platforms automates data transfer, saving time and reducing the risk of human error. Rather than manually entering financial details, such as customer information, invoices, payments, and other transaction data, each time a new contact is created, the integration syncs this information automatically between systems.
How To Integrate QuickBooks
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.
Select the date range for your Invoices.
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.
Click the Connect button to start the integration.
A new window will open asking for your email address or phone number. Follow the on-screen instructions to finish setting up the integration.
Once complete, you'll be taken back to the Integrations tab to confirm your QuickBooks account is connected.
Once connected, you'll see the option to disconnect your QuickBooks account at any time.
QuickBooks Integration Features
- 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).
Auto Creation Of Sales Receipts
When a payment is processed in your CRM, the sales receipt updates in QuickBooks if the customer already exists there with the same email address. If the customer doesn't exist, a new customer is created in QuickBooks using that email.
One-Way Invoice Sync From CRM To QuickBooks
Invoices created in your CRM sync to QuickBooks automatically. Any updates to the invoice, such as status changes or payments, are reflected in QuickBooks.
Integrating QuickBooks with your CRM improves efficiency and gives you full control over review requests, which is good for both your business and your customer relationships.