Integrations · QuickBooks

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QuickBooks connection

What's QuickBooks?

QuickBooks is the most popular small business accounting system used in the U.S. It allows you to manage your estimates, invoices, accounting tasks and even to get paid directly in an easy and secure way. You can link your no crm.io account with your QuickBooks account and be able to communicate between the 2 applications. By adding the Lead Clipper to your browser's favorites toolbar, you'll have the most advanced integration between the 2 applications.

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How to connect my QuickBooks account to my no crm.io account?

  • Go to the Admin tab by clicking on the left menu. Then click on QuickBooks in the Connections section.
  • Click on the QuickBooks connection button. A new window will appear asking you to login if necessary and allow us to access your data.
  • When the connection is done, you will be able to close the popup window and a confirmation message will be displayed in the QuickBooks connection page

How to create a QuickBooks estimate from no crm.io?

Once the connection between QuickBooks and no crm.io is activated you can easily add or create a QuickBooks estimate on any page where a lead is displayed:

  • If you use the extended mode view, in the "actions" menu of each lead you will find a “Add a QuickBooks estimate” link.
  • In the compact view you will have to click on the "cog" symbol.
  • On the detailed view of a lead, you will have to click first on “add a file, an estimate or an invoice” button, and then choose “Add a QuickBooks estimate”.
  • On the new popup you can either add the url of an existing estimate or click on the creation button. The creation button will redirect you to your QuickBooks account.

How to create a lead from an existing QuickBooks customer?

  • Connect your account with your QuickBooks account
  • Install the Lead Clipper (link to Lead clipper documentation) in your browser toolbar
  • Go to a QuickBooks customer in the QuickBooks application
  • Click on the +Lead button installed. A new popup will be displayed with the information extracted from the QuickBooks customer and added to the lead’s description

How to attach an existing estimate or invoice, to an existing lead?

  • Connect your account with your QuickBooks account
  • Install the Lead Clipper (link to Lead clipper documentation) in your browser toolbar
  • Go to a QuickBooks estimate or invoice in the QuickBooks application
  • Click on the +Lead button installed. A new popup will be displayed with either a list of lead corresponding to the customer or asking you if you want to create a new lead and attach the estimate/invoice on the lead.

What if you can’t find the lead you’re looking for?

You need to check that the lead fields or description contain the same email as the client in QuickBooks. If it is not the case, modify the lead, add the email address and you should now be able to attach the QuickBooks estimate or invoice to the lead.

Video tutorial

To get a clearer understanding of how the integration works and how to set it take a look at this short video tutorial: