Setting up QuickBooks Integration

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 contacts that are created in QuickBooks already along with any new contacts created after the integration.

• Sends Review Request upon QuickBooks payment in Social Sync Collective without any automation (only on the first invoice).

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

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 Social sync collective 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 Social Sync Collective will be updated on QBO. This will include any invoice status change transitions inside Social sync collective, such as the invoice is paid by the customer, or invoice is voided on GHL or any further discount is added upon customer request.

This will not sync existing invoices already created within Social Sync Collective. 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.