In this page, replace all the occurences of QuickBooks by the name of the app
Here you will find all the information you look for regarding the data sharing between QuickBooks and the other apps of the marketplace
Interesting workflow you can accomplish with QuickBooks on our MarketPlace
Add here a list of workflows that the user will be able to accomplish with other apps, e.g.:
You can create your contact in vTiger, and attach an invoice to this contact in vTiger, then change the status of the invoice to "Paid" in Quickbooks
When you create a new customer in QBO, it is automatically shared in your CRM (like vTiger, Salesforce), as well as any update.
If an invoice is created in your e-commerce system (Magento, Shopify, Neto), it is replicated in QBO.
When time is recorded in your time tracking system, it is automatically synchronised with QBO for payroll purpose.
Data shared between QuickBooks and other apps
In following sections, add the data shared with Connec! and other apps on the platform:
- "Entity shared", use the name of the entity displayed for the user in the application, update entities or add new entities if necessary
- "From QuickBooks to other apps" and "From other apps to QuickBooks" : add the corresponding sign to indicate if the data is pushed/pulled to Connec!
CRM and Sales data shared
| Entity shared | From QuickBooks to other apps | From other apps to QuickBooks | See it on my Impac! Dashboard |
|---|---|---|---|
Company |
|
| |
| Contacts |
|
| Invoice List widget (If invoice is attached) |
| Invoices |
|
| All invoice widgets |
| Organizations |
|
| Invoice List widget (If invoice is attached) |
| Products |
|
| Growth per product widget (if sales behind product) |
Accounting data shared
Entity | From QuickBooks to other apps | From other apps to QuickBooks | See it on my Impac! Dashboard |
|---|---|---|---|
| Accounts |
|
| Account balance / Accounts comparison widgets |
| Invoices |
|
| All invoice widgets |
| Purchase Orders |
|
| Purchase Order List |
| Journals (MANUAL) |
|
| Balance sheet widget (corresponding accounts are updated) |
| Payments |
|
| Balance sheet widget (accounts receivables / accounts payables are updated) |
| Payment Methods |
|
| |
| Credit Notes |
|
| |
| Quotes |
|
| |
| Deposit |
|
| |
| Transfer |
|
| |
| Journals (GENERATED) |
| ||
| Taxes |
|
|
HR data shared
Entity | From QuickBooks to other apps | From other apps to QuickBooks | See it on my Impac! Dashboard |
|---|---|---|---|
| Employee |
|
| Employees list widget |
| Time activity |
|
|
FAQ
When I try to connect my application on UAT, I receive an error
When you link a Quickbooks account to a UAT marketplace, Intuit does not allow you to use a production testing account. Good news for your testing: Quickbooks sandboxes are free to use for 2 years and have demo data! Bad news is that the process is just a little bit more complex:
- create an account on https://developer.intuit.com/
- create a sandbox company - stay logged in
- go back to maestrano
- follow the process to link your sandbox QBO company to your Maestrano company
Accounting widgets are only updated for the current financial year
If a transaction is updated in a previous financial year, the report will not be updated on Impac!™
Taxes setup
Before connecting your Quickbooks Online account, it is advised to configure the taxes according to your company country. This will ensure the correct tax rate is applied on Invoices received.
When an Invoice is automatically pushed to your QuickBooks account by another application, a tax matching the tax rate with the other application should exist.
Team Work
All the apps available on Maestrano marketplace share data with QuickBooks
However, these three apps are the best matching for QuickBooks
vtiger
Constant Contact
Shopify