Quickbooks Integration

The Quickbooks integration allows you to sync contacts and queue a review request if an invoice is created.

Step 1: Integrating Quickbooks

• Navigate to Integrations, and locate the Quickbooks integration.

• Click Connect.

• You'll be redirected to Intuit's login page, where you can log in to Quickbooks.

• Once logged in, you'll be asked to "Connect" to allow Quickbooks information to be shared back into our software.

• In our software, navigate back to Settings > Integrations, and you should now see Quickbooks is connected!

Step 2: Using Quickbooks

• You can check the box under the Quickbooks integration to auto-send review requests to leads that come in from Quickbooks.