QuickBooks Workflow Setup

Overview

Learn how to configure your workflows to sync with QuickBooks for both customers & vendors. The status that you check off is a trigger that will send the contact to Quickbooks. Most businesses don't have their first status such as "lead" checked off because they do not yet know if that will be a paying customer.

 

Quickbooks Workflows:

  • Settings
  • Contact or Job Workflows
  • Hover over the ellipse ••• icon
  • Edit
  • Hover over the ellipse ••• icon again on chosen status
  • Edit
  • Check off "Send to Quickbooks"
  • Save Status