Integration with QuickBooks Online Contacts
complete
D
Dan Miller
Yes, please enable this feature
D
Dave Neill
Yes
J
Josh Levetan
Yes please
A
Al Garcia
Yes, on please. Thanks
S
Shaun Mills
please turn that on... ty
Kirk Chisholm
complete
This is released in Beta!
When you search for a client in a new proposal we'll search QBO at the same time so you can choose a customer directly from QBO, and then we'll import it. Let us know if you want it turned on for your account.
Kirk Chisholm
We're adding finishing touches on this. Will release in a couple weeks!
Kirk Chisholm
in progress
We've started on this. Here's how it will work...
If you are connected to QBO with our existing integration, whenever you click 'Add Client' in a proposal and start to type a name, it will search your QBO at the same time and show those results. When you select a QBO result we'll copy that contact to Portal automatically and link it to the QBO contact ID for the future.
Kirk Chisholm
Merged in a post:
Share/Integrate Contacts with QuickBooks Online
J
Jeremy Rasti
It would be great to be able to push estimates to quickbooks without it being accepted. QB contacts is the database for our CRM.
Kirk Chisholm
Merged in a post:
Import From QB
A
Andrew Suit
Will there ever be an option to import users and user data from QB? Being an established QB user for 10 years this would be a huge time saver.
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