QuickBooks

QuickBooks is an online accounting software package that allows you to create, store, and send invoices from any device. OnePageCRM is integrated with QuickBooks to help you create draft invoices and quotes from your deals without the hassle of copying and pasting data between the two tools.

Please note: 

  • You will need a Quickbooks account first to connect it to OnePageCRM. If you don't already have an account, you can create one here.
  • Only Account Owner or Administrators can configure and manage the integration.
In this article:
Connect your QuickBooks Account
Create a draft Invoice or Estimate in QuickBooks
Quickbooks Widget

Connect your QuickBooks Account

1
Go to your User/Profile icon (in the top right-hand corner) → select Apps and Integrations → Under Financial Apps select QuickBooks → click Install.

go to your User Profile located in the top right-hand corner, select Apps and Integrations and under Financial Apps select QuickBooks

2
Click Connect to QuickBooks. You will be redirected to the QuickBooks → fill in the required fields and log into your Quickbooks account.

On the Configuration page for QuickBooks click on Connect to QuickBooks.

3
To finish the setup, simply click Connect. You will then successfully integrate QuickBooks with OnePageCRM!

click connect to finish the set up and link your Quickbooks account

Create a draft Invoice or Estimate in QuickBooks

1

In OnePageCRM open a contact with a pending or won deal and click on the QuickBooks button to create a draft invoice or estimate.

Create an Invoice or quote in QuickBooks.

2

Create estimate/invoice pop-up is displayed with pre-populated information. You can edit this information. 

Pre-Populated Information

  • Contact name is shown by default in Contact name.
  • Billing address is populated with the contact’s address. 
  • Invoice date defaults to Today's date.
  • Payment terms default to 30 days after the estimate/invoice date. 
  • Description (Optional - it will be displayed in the ‘Description’ column on the estimate/invoice) defaults to the Deal Name.
  • Deal Items, any Items added to the Deal.
  • Note to customer (Optional - Will be displayed as a message on the invoice).
  • Amount defaults to Deal amount.

Estimate

Invoice

Date: Defaults to today's date. Date: Defaults to today's date.
Expiration Date: Defaults 30 days after the estimate date (optional). Payments Term: Defaults 30 days after the invoice date.
Notes:
  • When you create a draft invoice or estimate, if no matching contact is found in QuickBooks, it will be automatically created.
  • You can populate the address field with a contact or organization address by selecting them from the drop-down list.
  • If the contact is found in QuickBooks, the Billing address will be populated with the associated Billing address. You can change it to the address stored in OnePageCRM or QuickBooks by selecting it from the drop-down.
3
On the Create estimate/invoice pop-up window select between an Estimate or Invoice by using the toggle button → click on Create to send the draft estimate/quote to Quickbooks.

Quickbooks pop-up window to draft an estimate or invoice by selecting the toggle at the top and click create


4
This draft has now been created in Quickbooks and can be accessed by clicking on View in Quickbooks.


Alternatively, click on the Quickbooks URL link under the Contact Timeline.

In the Contact Timeline you can find the Quickbooks estimate/invoice URL link to Quickbooks in the corresponding deal

Notes:
  • When creating a new billing contact in QuickBooks, OnePageCRM pushes the following contact details: First & Last name, Organization, Work phone, Mobile phone, Email, and Address.
  • Once QuickBooks integration is connected, users can send invoices and estimates to the connected QuickBooks account.
  • To search for an Organization from within OnePageCRM while creating an estimate/invoice, the 'Display name as' field in QuickBooks Customer information must be updated with the Organization name.
  • To make sure that the estimate/invoice number is automatically generated, in your QuickBooks account go to Settings Sales and turn off the 'Custom transaction numbers' toggle.

Quickbooks Widget

The Quickbooks widget allows you to review information related to estimates and quotes of your Quickbooks account. With just one click, you can easily access estimates and quotes associated with your organizations in Quickbooks directly from your CRM account.

The Quickbooks widget feature is contact-specific and fetches data for the First and Last Name and the contact's email address (in case the contact's first/last name is not found).

1
Open a contactscroll down to the Quickbooks widget above the Contact Timeline → click on it to expand.

2
Once expanded it will display:
  • Date - Date in which the estimate/invoice was synced over to or created directly in Quickbooks.
  • Description - Displays if it's an estimate or invoice and the top Deal Item included in your Deal.
  • Number - Reference number for each invoice/quote.
  • Amount - Full deal amount.
  • Quickbooks widget expanded

    Notes:

      • The most recent 20 estimates and invoices are displayed at the contact level. You can click the Show More button to load 20 more.
      • To make sure that the estimate/invoice number is displayed in the Widget app, you must disable this feature by going to your Quickbooks accountSettingsSales → disable 'Custom transaction number'.
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