If you're an experienced QuickBooks user or looking to empower your Bitrix24 with QuickBooks' accounting capabilities, feel free to try out this integration app.
After you read and accept the Terms and Conditions, click install once more:
Finish the installation process:
When you're offered to Log in, it means you've successfully installed the app is, and it's now time to set it up. 🙂
New users need to create a QuickBooks account before proceeding and use the Sign up option.
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 create 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.