QuickBooks Integration
Sync your Flashquotes financial data with QuickBooks
Overview
The QuickBooks integration automatically syncs your invoices and payments between Flashquotes and QuickBooks Online, streamlining your accounting processes and ensuring accurate financial records.Setup Process
Connection Setup
Connection Setup
Connect your QuickBooks account:
- Navigate to Integrations settings
- Select QuickBooks
- Click “Connect to QuickBooks”
- Authorize Flashquotes access
Requires a QuickBooks Online account and Pro tier Flashquotes subscription.
Configuration
Configuration
Configure sync settings:
- Account mappings
- Tax rates
- Product/service items
- Payment methods
Verify all mappings before initiating your first sync.
Sync Features
Invoice Sync
Invoice Sync
Automatic sync of:
- Invoice details
- Line items
- Tax calculations
- Customer information
Invoices sync automatically when created or updated in Flashquotes.
Payment Sync
Payment Sync
Track payments across platforms:
- Payment records
- Payment methods
- Transaction dates
- Payment status
Data Management
Sync Behavior
Sync Behavior
Understanding sync patterns:
- Real-time updates
- Error handling
- Conflict resolution
- Historical data sync
Customer Management
Customer Management
Customer data handling:
- Contact syncing
- Profile matching
- Address updates
- Communication preferences
Best Practices
- Review initial sync results
- Maintain consistent naming
- Monitor sync status
- Keep mappings updated
- Regular reconciliation
Troubleshooting
Common Issues
Common Issues
Solutions for:
- Connection errors
- Sync failures
- Data mismatches
- Authorization issues
Support Resources
Support Resources
Get help with:
- Documentation
- Support tickets
- Integration status
- Error messages
Next Steps
After setting up QuickBooks:- Review API access
- Test invoice syncing
- Verify payment tracking
- Monitor sync status