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 Enrollio.
Make sure to accept all permissions > hit the "connect" button
In Enrollio, 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
Syncs all new contacts that are created in QuickBooks.
Sends review upon QuickBooks payment in Enrollio without any automation (only on the first invoice)
Automatically register sales receipts inside Quickbooks whenever a payment is made inside Enrollio 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 Enrollio. This will also sync any updates made afterward inside Enrollio and mark it is paid inside QBO as soon as it is paid inside Enrollio
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
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 Enrollio will be updated on QBO. This will include any invoice status change transitions inside Enrollio, such as the invoice is paid by the customer, or invoice is voided on Enrollio or any further discount is added upon customer request
This will not sync existing invoices already created within Enrollio. 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
- 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
