The QuickBooks App helps synchronize data between Freshdesk and QuickBooks accounts.
Free
1.2 (5)
97 installs
Verified by Freshworks
App has been reviewed by Freshworks and found to be compliant with our Marketplace coding and security guidelines
By clicking on "Install", you acknowledge and agree that your access and use of this application will be governed by the developer's terms of service and privacy policy. Freshworks may share your contact and usage information with the developer.
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OverviewReviewsHow to install?Privacy & SecurityNew
The QuickBooks app lets you handle time-tracking & invoicing from the comfort of your helpdesk.
Using this app, you can:
* Access information about requesters from QuickBooks inside a Freshdesk ticket so you have additional context when responding to the queries.
Note: Information will be fetched only if the requester's company name in Freshdesk matches the 'Display As' name of a customer in QuickBooks. In case the company name does not match, data will be fetched based on the ticket requester’s email address in Freshdesk matching a customer's email address in QuickBooks account.
* Log time in QuickBooks right from within Freshdesk. You can also view and edit the recent five time-entries.
* Log time in Freshdesk timesheet from within the QuickBooks app.
* View recent QuickBooks invoices of the requester inside Freshdesk.
New Updates to the App:
* All the existing app functionalities to be made available in the service task tickets
* Creating settings for the admin to configure the user roles which can create an invoice
* Creating invoices in QuickBooks from within the app in Freshdesk.
* Creating invoices by selecting Tax rate for the invoice created from Freshdesk.
* For inventory product items in QuickBooks. Creating invoices based on the quantity entered.
* Delete Invoices from the ticket sidebar based on the user roles configured in the settings page.
1.2
97 installs
Sign in to review app
5
5
4
3
2
1
Wendy Caudill
8 months ago
Does not work anymore and has made time reporting a nightmare
Tony Repanich
10 months ago
Does not work
Jonathon Bosel
about 1 year ago
Was working great but then recently stopped working due to the App not meeting QBO guidelines or standards. Would be great to have this working again.
Pre Requisites:
Freshdesk API Key: Click ‘Profile’ Icon at the Top Right corner > Click ‘Profile Settings’ – You will get the Freshdesk API Key at the Right panel.
Freshdesk Domain: Your Freshdesk domain in this format company.freshdesk.com without http:// or https://
QuickBooks Company ID: Click the ‘Settings’ Icon at the Top Right corner (near Help Icon) > Click ‘Your Account’ – You will find the Company ID next to Company Name.
App Installation:
Follow the steps below for installation:
Go to Admin > Helpdesk Productivity > Apps > Get More Apps > Agent Productivity or Time Tracking & Billing > Search QuickBooks > Select QuickBooks > Click Install. >
You will be redirected to QuickBooks Login Page > Input QuickBooks Admin Credentials and Click 'Connect'.
You will now be redirected back to Freshdesk Admin Page > Input Freshdesk API Key, Freshdesk Domain and QuickBooks Company ID(without space in between) > Click Verify and Install.
App Uninstall:
Go to Admin > Helpdesk Productivity > Apps > QuickBooks > Uninstall.
If you are facing any issues, do feel free to reach out to us at freshworks@makoitlab.com or create a ticket at https://makoitlab.freshdesk.com
The information listed below is provided by the App Developer Partner pertaining to the data privacy policies of the latest app version available on the Freshworks Marketplace. The App Developer Partner is solely responsible for the accuracy of the information provided.
What is End-User data?
Any information that is generated or provided by individuals while using your apps in connection with Freshworks products.
Not an Admin? Share this app with your admin to install it for you.
Version History
Version 12.0
Released on Dec 13, 2023
Updated the application using new QuickBooks production client ID and secret.
Version 11.0
Released on Nov 17, 2023
Production Keys for QuickBooks is udpated along with code refactoring.
Version 10.0
Released on Nov 10, 2023
Updated code for Fetching QuickBook companies
Version 9.0
Released on Oct 31, 2023
updated the Video
Version 8.0
Released on Oct 19, 2023
Updated the Code to match Quickbook Standards
Version 7.0
Released on May 21, 2021
Version 6.0
Released on Jun 06, 2020
Version 5.0
Released on May 28, 2020
Version 4.0
Released on Nov 05, 2019
Version 3.0
Released on Sep 15, 2021
Version 2.0
Released on Jun 25, 2019
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