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 when QuickBooks shows that a contact's first invoice was paid in full (balance $0). This automation can be turned on/off in the integration card.

• Automatically register sales receipts inside Quickbooks whenever a payment is made inside CRM Connect 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 CRM Connect. This will also sync any updates made afterward inside CRM Connect and mark it is paid inside QBO as soon as it is paid inside CRM Connect

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 QB

• 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 CRM Connect 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 CRM Connect will be updated on QBO. This will include any invoice status change transitions inside CRM Connect, such as the invoice is paid by the customer, or invoice is voided on CRM Connect or any further discount is added upon customer request

• This will not sync existing invoices already created within CRM Connect. 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 QB

• If the customer is not present, we will create a new customer against the email ID with which the transaction is processed

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