Integration with QuickBooks Online Contacts | Feature Requests

Integration with QuickBooks Online Contacts

planned

Kirk Chisholm

Allow me to pull all my QBO contacts into 'People' and when I create a new person in portal it should create in QBO.

March 30, 2020

Kirk Chisholm

Merged in a post:

Share/Integrate Contacts with QuickBooks Online

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.

August 24, 2023

Kirk Chisholm

Merged in a post:

Import From QB

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.

August 24, 2023

Kirk Chisholm

Yes, we're going to integrate contacts with QBO later this year.

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

marked this post as

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.

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?

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

marked this post as

under review