Integrate Quickbooks with Business App - Overview

The Quickbooks Integration in Business App allows users to sync data between Quickbooks and Business App.

Setting up the Integration

Users can set up a connection with Quickbooks by navigating to the Integrations page of Business App:

• Click on Settings > Connections to navigate to the Connections page.
• Click on the View New Integrations banner.

• Click on the Quickbooks Integration Card.

• Users will be taken to the Quickbooks Marketing page, providing them with information on what Quickbooks is and the possibilities that an Integration with Quickbooks provides. Click on Add Connection.

• This provides users with a Pre-Connect Form popup where users can define the data that they want to synchronize between Quickbooks and Business App. The syncing options available are:
  
  • Customer Data
  • Invoice Data
  • Sales Receipt Data
  • Payment Data
  • Automated Review Requests (available only to users with a Reputation Management Premium)

Click Continue after choosing the options that apply.

• This leads to a single sign-on page where users can sign in to their Quickbooks account and provide permissions to establish the connection.

• Click Connect. Users will be automatically redirected to the Manage tab on the Integrations page where they can confirm the recently created connection with Quickbooks.

• The established connection is shown on the Manage tab and the marketing page, as shown below:

• Clicking either card navigates the user to the Connection Settings page where the user may specify what data to sync or disconnect the integration. 

Please note: On the initial connection with Quickbooks, all contacts in Quickbooks are synced with Business App. Users can opt out of this by deselecting the Sync Customer Data option on the form during the initial connection.

Manage Synced Data

Users can choose the data that they want to sync between Quickbooks and Business App:

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

Ensure that Business App has 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 the user to the Connection Settings page. Here, the user can specify what data is synced.

Example Integration

Example: There's a contact in Business App named Amy. Amy's contact profile in Business App shows no recent activities recorded.

The business creates an invoice for Amy in Quickbooks.

A note is created on Amy's contact profile in Business App with details from Quickbooks, including Invoice Number, Contact Name, and Invoice amount.