QuickBooks Accounting
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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.
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Manage your business using QuickBooks and Bitrix24
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.
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.