QuickBooks Online Integration

QuickBooks Online Integration

Repair-CRM can integrate with QuickBooks Online.

Enable the integration with going into your Repair-CRM account.

After logging in navigate to Settings / System settings / Integrations.
Click on the Button Connect to QuickBooks
Using the QuickBooks authentication API, log in to your QuickBooks account and enable Repair-CRM to access your account.
You can Disconnect the integration anytime you want to.
After Successful integration you will see 3 things:
- Clients tab, New button (on the right arrow) Import from QuickBooks: lets you import your Customers from QuickBooks Online
- Parts tab, New button (on the right arrow) Import from QuickBooks: lets you import your Products from QuickBooks Online
- After scheduling and Finalizing a Job, you can send the Job data to QuickBooks to create an Invoice (on the Jobs tab, after selecting a finalized Job)

If you’d like to learn more about the Repair-CRM and QuickBooks Online integration, click here: