Setting Up QuickBooks Integration

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 Topline OS without any automation (only on the first invoice)

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

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

• This will not sync existing invoices already created within Topline OS. 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 all leads will be added as contacts to your location. It may take up to 5 mins before you see the contact in the CRM - This includes any existing contacts on QBO along with the new contacts added after the integration.

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.