QuickBooks Sync - Invoice & Ledger Setup

Through the CRM you can connect to your Quickbooks account and easily sync your invoice, payment, and ledger data to your Quickbooks software.

To get started, first you'll want to define how your ledger calendar is set up in the CRM. Go to the Ledger application under the Financials header (if you don't have the ledger application showing up click the app store icon, and add the ledger app under "Financial") and click the more symbol (...), and then "Settings."

Then click "Ledger" and "Calendar" on the left-hand side:

Click "Next" to set up a standard fiscal year, or change the settings to represent how you manage your financial time period.

Now that your ledgers are set up, it's time to sync your account with Quickbooks and set up invoice exporting. Go to your "Invoices" application under the "Financials" header.

Once in the invoice application, click the more button (...) and click Exports.

On the left panel click the "Accounts" button, and then the "Connect to Quickbooks" in the top right.

Sign in to your Quickbooks account following the setup wizard, and click "Authorize."

Once successfully authorized you'll get a "Sync from Quickbooks" button in the "Connect with Quickbooks" buttons place. Click to sync.

Once you get the "Quickbooks Account Imported" note, you'll be ready to set up your credit and debit accounts. Click the dropdown for both and select which accounts you would like to have sync automatically with the CRM. Click the "Complete" button.

An "Auto Accounting Rule Set Up Successfully" note should pop up on your screen for a few seconds.

Now, go to settings via the more symbol (...) and click "Accounting Rules" and then "Invoice" to see the

Click through to see how your triggers are configured to sync any invoices created or modified directly into your Quickbooks account. Scroll down the page to see how it also creates a journal entry for each invoice and syncs that as well. 

Now, each time an invoice is sent to a customer, it will automatically sync up with Quickbooks as well, keeping your accounts up-to-date and on track.