Setting up QuickBooks Integration

Setting up QuickBooks Integration

Social Sync Collective
Published on: 26/08/2024

QuickBooks integration syncs contacts and invoices with your CRM, automating tasks like creating sales receipts and review requests upon payments. It ensures seamless accounting by updating customer records and invoices between Social sync ollective and QBO.

Important Updates
Affiliate Manager - Step 1

Affiliate Manager - Step 1

Social Sync Collective
Published on: 26/08/2024

Setting up an affiliate product follows the same steps as any product within a funnel or website. You need a domain and a product setup. After that, move to 'Affiliate Manager Campaign Settings' to filter down to the specific product and funnel/website. Pre-requisites include domain setup, adding products, and handling memberships.

Important Updates
Know Your Customer (KYC) in the United Kingdom

Know Your Customer (KYC) in the United Kingdom

Social Sync Collective
Published on: 14/08/2024

The UK regulator has updated Know Your Customer (KYC) guidelines to combat fraud and spam. Starting May 27, 2024, new UK Long Codes require an approved Regulatory Compliance (RC) bundle before purchase. By September 30, 2024, all existing UK Long Codes must be linked to an approved RC bundle, or service will be blocked. Businesses must submit and verify KYC information through GHL, or risk service interruptions. There are no registration fees, but proper documentation is

Important Updates
Affiliate Manager - Step 4

Affiliate Manager - Step 4

Social Sync Collective
Published on: 28/07/2024

Affiliate payouts involve distributing earnings to affiliates for each sale they generate. Payouts go through several statuses: Pending (awaiting approval), Approved for Payout (ready for payment processing), Paid (completed payments), and Denied Payouts (rejected payments). Payouts are generated monthly, and commissions earned through sales contribute to the payout amounts. Affiliates earn commissions based on the percentage set for each campaign they promote. The process ensures accuracy and allows for handling refunds and other issues before finalizing payments.

Important Updates