QuickBooks
- You need a QuickBooks to connect it to OnePageCRM.
- Only Account Owner or Administrators can configure and manage the integration.
In this article:
| Connect your QuickBooks Account | QuickBooks Account Disconnected |
| Create a draft Invoice or Estimate in QuickBooks | QuickBooks Widget |
Connect your QuickBooks Account
Create a draft Invoice or Estimate in QuickBooks
💡 If no matching contact is found in QuickBooks, a new one is created automatically.
💡 Select a contact or organization from the dropdown to add their address.
💡 If the contact exists in QuickBooks, their billing address is added automatically. Select another address from the dropdown if needed.
💡 When creating a billing contact in QuickBooks, OnePageCRM sends the name, organization, phone numbers, email, and address.
💡 Once connected, users can send invoices and estimates to QuickBooks.
💡 To find an Organization in OnePageCRM, set the "Display name as" field in QuickBooks to the Organization name.
💡 In QuickBooks, go to Settings → Sales and turn off Custom transaction numbers to generate invoice and estimate numbers automatically.
💡 Colons (:) in deal item names are changed to dashes (-) when sent to QuickBooks.
QuickBooks Account Disconnected
Your QuickBooks integration has been disconnected. As a result, you will no longer be able to send draft invoices or estimates from OnePageCRM to your QuickBooks account.
To reconnect, please follow the steps mentioned here.
QuickBooks Widget
The QuickBooks widget lets you view estimates and quotes from QuickBooks directly in OnePageCRM. It matches contacts using their first and last name, or email address if no name match is found.
💡 The latest 20 estimates and invoices are shown. Click Show More to load 20 more.
💡 To show estimate/invoice numbers in the widget, go to QuickBooks → Settings → Sales and turn off Custom transaction numbers.