QuickBooks Accounting by Bitrix24 Integrations

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QuickBooks Accounting

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Installations

338
Developer

Bitrix24 Integrations

Description

Your Bitrix24 CRM retrieves QuickBooks Online (QBO) customers during the first-time synchronization. Now the QuickBooks-generated customers will be automatically synchronized with your Bitrix24 account.

Invoices

QuickBooks Invoices are imported as timeline activities of specific entities used for issuing invoices
QuickBooks customers are imported to Bitrix24 as Contacts or Companies (if the customer entry has a company specified)

Invoice statuses

Invoice status changes are reflected via timeline activities. Status changes also initiate triggers matching to deal's current status
Triggers are initiated in the following stages: new, sent by email and paid

Now, thanks to triggers you can simplify and automate handling of Deals.

And the invoice status registered inside an activity with triggers allow creating any desirable automation setup.

This results in a more convenient and flexible handling procedure for Invoices.

The app works with Bitrix24 commercial plans only.
Free plan users can test it during the trial period and then upgrade to a commercial subscription.

Installation instructions

Technical support

Data security

Added: 06/15/2021

Technical Support

If you are facing an issue or would like to receive some more information about the app, kindly contact Bitrix24 support. Our dedicated Integrations support team will be delighted to assist you and provide guidance on any inquiries you may have regarding the app.

Additionally, we highly recommend following the steps outlined in this article to troubleshoot common issues in the event that the app is not functioning or connecting as expected.

Installation instructions

Install the app from Market and check initial settings. The app automatically (or manually) updates company data, contacts or invoices in Bitrix24 when such data is modified in QuickBooks. Bitrix24 companies and contacts will be automatically synchronized with QuickBooks as well.

Data security

detailed

QuickBooks Accounting

The application requests access to the following data:

CRM

full access: view, create, edit and delete leads, contacts, companies, deals, invoices, quotes, activities, user fields etc.

Users

full access: view, create, edit and delete users

Application embedding

full access: view, create, edit and delete widgets

Chat and Notifications

full access: view, create, edit and delete chats and messages; connect users to chats; edit chats; read all chat messages

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