QuickBooks
Verified by FreshworksManage payments and invoices for your contacts inside the CRM by integrating with QuickBooks.
Published by Freshworks(about almost 8 years ago)
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.
Manage payments and invoices for your contacts inside the CRM by integrating with QuickBooks.
What do you get from this Integration?
1. View your customer invoices in the CRM under the respective lead or contact
2. Get a summary of total paid and unpaid amount for each account, deal, contact and lead.
3. Get notified when your lead or contact makes a payment
4. Pin QuickBooks invoices against your lead in the CRM
5. Search your QuickBooks invoice without leaving the CRM
1.7k installs
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1. Login into the CRM as an Admin.
2. Go to Admin Settings > Integrations > Third party integration > QuickBooks.
3. Enable the toggle. Click the Connect to QuickBooks button from the page you are directed to.
4. You are directed to the QuickBooks page. If you’ve already logged in, just click on Authorize to proceed.
5. Else, sign into your QuickBooks account and then click Authorize.
6. Upon successful authorization, you’ll be directed to the QuickBooks integration page under the CRM Admin Settings.
7. Your Company name and Email as mentioned in the integrated QuickBooks account appears here.
8. If you choose to be notified every time a contact makes payment, enable the checkbox.
9. Hit Save.
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
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
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Version History
This is the first version. Release notes not yet available.