Integration with QuickBooks Online Contacts
in progress
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.
Kirk Chisholm
Yes, we're going to integrate contacts with QBO later this year.
Z
Zakk Wilbanks
Any movement on this? It’s mentioned below about using Zapier for this and that would be a great idea. If Portal contacts are triggered and created from a new QBO client then there would never be an issue syncing between the two (could even have a trigger to automatically push to QBO on proposal acceptance!).
Kirk Chisholm
planned
We're going to support this via Zapier to start. We will begin by integrating Zapier and will start with contacts/people data points.
E
Ernst Gottschalk
This would be great to have two way sync between QBO and portal for People.
Kirk Chisholm
Is the goal here that you want to share contacts back and forth?
J
Jeremy Rasti
Kirk Chisholm: yes!
Kirk Chisholm
Jeremy Rasti: Okay, cool. So pushing a draft proposal may not be the optimal solution. We’re planning on adding some CRM integration so that contacts can push/pull from Google Contacts and QuickBooks.
Kirk Chisholm
under review