Integrating Quickbooks
- Navigate to Settings > Integrations, and locate the Quickbooks integration.
- Click Connect.
- You’ll be redirected to Intuit’s login page, where you can log in to Quickbooks.
- Once logged in, you’ll be asked to “Connect” to allow Quickbooks information to be shared back into Infinite Sales.
- Make sure to accept all permissions > hit the “connect” button
- In Infinite Sales, navigate back to Settings > Integrations, and you should now see Quickbooks is connected!
Note:
There is a check box that shows up under the QuickBooks Icon integration. Asking if you want to auto send review
What does the QuickBooks integration do:
- Syncs all new contacts that are created in QuickBooks.
- Sends review upon QuickBooks payment in Infinite Sales without any automation (only on the first invoice)
- Automatically register sales receipts inside Quickbooks whenever a payment is made inside Infinite Sales 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 Infinite Sales. This will also sync any updates made afterward inside Infinite Sales and mark it is paid inside QBO as soon as it is paid inside Infinite Sales
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 Infinite Sales 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 Infinite Sales will be updated on QBO. This will include any invoice status change transitions inside Infinite Sales, such as the invoice is paid by the customer, or invoice is voided on Infinite Sales or any further discount is added upon customer request
- This will not sync existing invoices already created within Infinite Sales. 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
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