General QuickBooks Info
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      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