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Setting up QuickBooks Integration
Setting up QuickBooks Integration
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Written by Lorraine from Ivorey™
Updated over 2 weeks ago

In this article, we will cover integrating QuickBooks into Ivorey™. This saves you from having to manually enter data into Ivorey™ every time a contact is created in QuickBooks.

Once connected all new contacts will be added to your Ivorey™ ' account and automatically be sent a review request upon payment (unless you turn it off).

What does the QuickBooks integration do:

  • Syncs all contacts that are created in QuickBooks already along with any new contacts created after the integration.

  • Sends Review Request when QuickBooks shows that a contact's first invoice was paid in full (balance $0). This automation can be turned on/off in the integration card.

  • Automatically register sales receipts inside QuickBooks whenever a payment is made inside Ivorey™ for order forms, subscription payments, membership checkouts, and calendar payments.

  • Automatically create an invoice inside QuickBooks as soon as an invoice is marked as sent inside Ivorey™. This will also sync any updates made afterward inside Ivorey™ and mark it as paid inside QuickBooks Online (QBO) as soon as it is paid inside Ivorey™.


Auto-creation of sales receipts:

  • This is applicable for any payment processed via order forms, calendars, or subsequent subscription payments as well.

  • If a customer exists inside QBO with the same email ID with which the transaction is processed, the sales receipt will be updated corresponding to the same customer inside QuickBooks.

  • If the customer is not present, a new customer will be created against the email ID with which the transaction is processed.


One-way invoice sync from Ivorey™ to QBO:

  • Creates a replica of the sent invoice, along with the total amount (including taxes and discounts) on QuickBooks for frictionless accounting sync.

  • Any updates made on the invoice inside Ivorey™ will be updated on QuickBooks. This includes any invoice status changes inside Ivorey™, such as the invoice being paid by the customer, voided, or updated with discounts upon customer request.

  • This will not sync existing invoices already created within Ivorey™. Only new invoices created from now on will get synced with QuickBooks.

  • If a customer exists inside QBO with the same email ID with which the transaction is processed, the sales receipt will be updated corresponding to the same customer inside QuickBooks.

  • If the customer is not present, a new customer will be created against the email ID with which the transaction is processed.


How to Integrate QuickBooks with Ivorey™:

  1. Navigate to Settings > Integrations in your Ivorey™ account.

  2. Click on the "QB Connect" button.

  3. Log in using your QuickBooks credentials.

  4. Accept all permissions prompted during the setup process.

  5. Click the "Connect" button to finalize the integration.


Please Note:

  • Once the integration has been established, all leads will be added as contacts to your location. It may take up to 5 minutes before you see the contact in the CRM.

  • This includes any existing contacts in QBO along with the new contacts added after the integration.

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