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

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

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 shared	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 shared	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

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