Freshworks Marketplace

App cover art submitted by the app developer that represents the app

QuickBooks - Mint

The QuickBooks App helps synchronize data between Freshdesk and QuickBooks accounts.
Free
1.2 (5)
download
97 installs
verified badge symbolVerified by Freshworksinfo tooltip icon
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.
Install
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
download
97 installs
Sign in to review app
5
5
star-fill
4
star-fill
3
star-fill
2
star-fill
1
star-fill
Wendy Caudill
Tony Repanich
Jonathon Bosel
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.
Data Management and Storage
Does your app use AI or GenAI features?
NA
Does your app use "Freshworks AI powered features or Freddy AI" and comply with Freshworks AI powered features and Freddy AI terms?
NA
Does your app collect / process any End-User data?
NA
Does your app store any End-User data?
NA
Does your app share End-User Data with any third party entities?
NA
Does your app transfer European Economic Area (EEA) residents’s End-User Data outside of the EEA?
NA
Can the End-User data be exported?
NA
Can End-User data be accessed through your app logs?
NA
Is the End-User data encrypted at rest?
NA
Is the End-User data encrypted in transit?
NA
Does your app adhere to the OWASP (Open Web Application Security Project) security standard?
NA
Does your app permanently delete the customer data as soon as the customer uninstalls the app?
NA
Does your app allow customers to request a custom End-User Data retention period?
NA
For more information related to privacy and security, reach out to developer support
close modal
close modal
Go to Developer Portal