Feel free to try out this integration app if you're an experienced QuickBooks user or looking to empower your Bitrix24 with QuickBooks' accounting capabilities.
New users will have to create a QuickBooks account before proceeding.
After the synchronization starts, it may take a significant amount of time, depending on the number of records you need to import.
To sum up:
- QuickBooks invoices import and sync as invoices in Bitrix24
- QuickBooks customers get imported as Contacts or Companies in Bitrix24 depending on whether they have a company specified in the customer record
Creating invoicesTo create an invoice in QuickBooks, go to the QuickBooks tab of the CRM slider:
Creating new QuickBooks customersIf you created a contact or company in your Bitrix24 CRM after the initial sync with QuickBooks, clicking on the QuickBooks tab is enough for a customer to be created in your QuickBooks account.
Invoice statusesInvoice statuses sync automatically with your QuickBooks account:
Q: How do I transfer products from Bitrix24 when creating an invoice in QuickBooks?
A: The integration redirects you to your QuickBooks account, and you create an invoice from there. The products should be added from your Quickbooks database. There is no link between Bitrix24 products and Quickbooks products. You're welcome to submit a development request to our support.
Q: I'm trying to log in to my QuickBooks account, but I'm getting a "Domain not found" error. How do
I fix that?
A: Apparently, something (e.g., adblocker or antivirus plug-in) in your web browser is blocking your attempt. Please try an alternative web browser such a Firefox.