Integrate QuickBooks with Partner Center

The QuickBooks Integration in Partner Center allows you to sync data between QuickBooks and Vendasta. The integration is a one-way sync of contacts from QuickBooks to Vendasta's CRM and 3 automation triggers.

Setting up the QuickBooks integration

You can set up a connection with QuickBooks by navigating to the Integrations page of Partner Center.

• Click Administration → Integrations to navigate to the Integrations page.
• Click on the QuickBooks Integration Card.

• You'll be taken to the QuickBooks marketing page, which provides information on what QuickBooks is and the possibilities an integration with QuickBooks provides. Click Add Connection.

• This provides you with a Pre-Connect Form popup where you can define the data you want to synchronize between QuickBooks and the Partner Center CRM. The syncing options available are:
  • Customer Data
  • Invoice Data
  • Sales Receipt Data
  • Payment Data

Click Continue after choosing the options that apply.

• This leads to a single sign-on page where you can sign in to your QuickBooks account and provide permissions to establish the connection.
• Upon successful connection, you'll be automatically redirected to the Manage tab on the Integrations page where you can confirm the connection with QuickBooks.
• The established connection is shown on the Manage tab and the marketing page, as shown below:

• Clicking either card will bring you to the Connection Settings page where you may specify what data to sync or choose to disconnect the integration.

info

After the initial connection with QuickBooks, all contacts in QuickBooks are synced with the Partner Center CRM. You can opt out of this by deselecting the Sync Customer Data option on the form during the initial connection.

Manage synced data

You can choose the data that you want to sync between QuickBooks and Partner Center CRM:

1. Contact Data
2. Invoice Data
3. Sales Receipt Data
4. Payment Data

Ensure that there is an active connection with QuickBooks by clicking on the Manage tab on the Integrations page and checking for the QuickBooks Connection card.

• Clicking on the Connection Card takes you to the Connection Settings page. Here, you can specify what data is to be synced.

Integration example

Consider, for example, a contact in Partner Center named Amy. Amy's contact profile in Partner Center shows no recent activities recorded.

The business creates an invoice for Amy in QuickBooks.

A note is created on Amy's contact profile in Partner Center with details from QuickBooks, including Invoice Number, Contact Name, and Invoice amount.