Integrate with QuickBooks to sync invoices on DeskDay to QB and receive payments for your invoices.
Note:
We are currently working on the ability to import customers, taxes, and products from QuickBooks into DeskDay during the connection process. This feature is not available yet.
Before starting the integration setup, please ensure that customers, taxes, and products are added manually in DeskDay.
If this is not completed beforehand, you can add or update them later by clicking the Configure button on the QuickBooks integration card.
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 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: Begin by mapping QuickBooks customers with DeskDay customers, then click Next.
Step 7: Map the tax rates between DeskDay and QuickBooks, then click Next.
Step 8: Map the products from QuickBooks with the corresponding products in DeskDay.
Step 7: After completing the mapping process, click Finish to complete the integration.
Once completed, the QuickBooks integration setup will be successful, and you can start syncing invoices from DeskDay to QuickBooks.