What is the data shared with Connec! - QuickBooks

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 QuickBooksSee 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 QuickBooksSee 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 QuickBooksSee 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

Any question? Contact us on support@maestrano.com