With QuickBooks Online integration with Soffront, you will be able to:
- Connect your Quickbooks Online account with Soffront
- Synchronize customer information between Quickbooks and Soffront
- Invoices created for a synced customer from QuickBooks to Soffront.
Follow these steps to integrate your QuickBooks account with Soffront:
- Click on ‘My integration’ link from ‘Profile’ icon available on the top right corner.
Profile icon → Integration
- My Integration drawer opens along with its components. Here you can find the ‘QuickBooks Integration’ option.
My Integration → QuickBooks Integration
- Click on the ‘Connect’ button which will bring the QuickBooks login page, sign in with your QuickBooks account.
QuickBooks Integration → Clicks on ‘Connect’ button
- After signing in successfully, below section will appear. Here you have to click on ‘Connect’ button to connect your Soffront account with your QuickBooks account.
- After the integrating successfully, below section will appear with ‘Push CRM Customers to QuickBooks’ and ‘Pull QuickBooks Invoices to CRM’ on/off toggles.
- Username or Email ID of connected QuickBooks account will also show in the integration drawer along with the ‘Disconnect’ link.
- Now on the ‘Push CRM Customers to QuickBooks’ toggle. It will bring the field mapping section at the bottom of the drawer. Here you have to map fields between Soffront ‘Account’ and QuickBooks ‘Customer’.
- Mapping of the following fields are required: Company, Email, Title, First Name, Middle Name, Last Name
On ‘Push CRM Customers to QuickBooks’ toggle → Clicks on ‘Save’ button to save your setting.
- After clicking on Save button, a confirmation message will appear at the bottom.
Tip: We consider only the Accounts with Customer status which are created or converted into Customer after you connect your Soffront account with QuickBooks Online account. Synchronization takes place every 30 minutes.
- Now create an account record or convert an existing account record to Customer status; the record will automatically sync with QuickBooks within 30 Mins.
- Go to Account list view → Open an Account → Convert it to ‘Customer’ status.
- After 30 minutes go to your QuickBooks Online account → Go to ‘Customer’ section → Check your synced Account.
- Apart from Account sync, you can also sync your Invoices from QuickBooks to Soffront.
- Click on ‘Create Invoice’ link available beside each Customer → Create an Invoice.
- After 30 minutes sign in to Soffront account → Open that particular account record for which you have created the new invoice in QuickBooks → Go to ‘Invoice’ child tab.
- Soffront will check in every 30 minutes whether any new Invoice record for any synced accounts has been created in the QuickBooks or not and if any new Invoice is found then that Invoice will be created in the Invoice child section of that particular Account.
Tip: To check the Invoice from the Soffront application, always create an Invoice for a customer which has been already synced from Soffront to QuickBooks. Hence it would be like this: QuickBooks Invoice (Already synced account from SF CRM) → Invoice for Accounts in Soffront.
- Here you can find three filters to view the Invoices. By default ‘Open’ (Open (balance >0) will be selected. Another two options are ‘Overdue’ (balance >0 and Due date > current date) and ‘Paid’ (balance =0).
Tip: Any update from both ends for Accounts will reflect for a particular record. For Invoice update done from QuickBooks will be reflected to Soffront.