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