Setting up QuickBooks Integration
Modified on: Fri, 7 Oct, 2022 at 12:45 PM
In this article, we will cover integrating QuickBooks into your CRM software. This saves you from having to manually enter data into your CRM every time a contact is created in QuickBooks.
Once connected all new contacts will be added to your CRM and automatically be sent a review request upon payment.
What does the QuickBooks integration do:
- Syncs all new contacts that are created in QuickBooks.
- Sends review upon QuickBooks payment in Phalera without any automation (only on the first invoice!
Please Note:
– Once the integration has been established only NEW leads will be added as contacts to your location. It may take up to 5 mins before you see the new contact in the CRM
– To add older Quickbook contacts to the CRM please export them first then add them to the system via CSV
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 review
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