Integrate with QuickBooks to sync invoices on DeskDay to QB and receive payments for your invoices.
Step 1: On side navigation bar, access the Control Center.
Step 2: Choose the "Integrations" option from Marketplace section
Step 3: Within the displayed list of integrations, select QuickBooks and initiate the connection process by clicking on "Connect".
Step 4: You'll be redirected to a new screen where you'll need to sign in to QuickBooks. After signing in with your credentials, you'll be taken to a screen asking for confirmation to connect DeskDay Billing/Finance to your company. Click Connect to complete the process.
Step 5: Once you click Connect, the initial setup of the integration with QuickBooks will be successfully completed.
Step 6: You can now begin mapping QuickBooks customers with DeskDay customers. Next, map the taxes from both systems and click Next. Finally, you can map the products from both sides.
Step 7: After completing the mapping process, click Finish to complete the integration.