QuickBooks integration
新增新功能和特色到您的 Bitrix24 帳戶。從市集安裝現成的應用程式。
Now you can synchronize your data between QuickBooks Online (QBO) and Bitrix24.
If company and contact details or invoices are modified in QuickBooks, the app will automatically implement changes in Bitrix24. All changes in Bitrix24 company and contact details will be automatically synchronized with QuickBooks.
How it worksCreate a new invoice in QuickBooks from Bitrix24 company, contact or deal.
Sel ect a company, contact or deal fr om the list in Bitrix24 CRM, click on «Create invoice in QuickBooks» widget, select a product or service in the opened window and switch to creating a new invoice in QuickBooks interface.
After the invoice is saved in the additional field of Bitrix24 company, contact or deal, a link to the invoice will appear in QuickBooks.
If the status of QuickBooks invoice changes to «Paid», the app will automatically change the status of the corresponding invoice in Bitrix24 and will send the notification to the responsible manager.
More details in user guide.Learn more with our Helpdesk article
The app works with Bitrix24 commercial plans only.
Free plan users can test it during the trial period and then upgrade to a commercial subscription.
版本 2
Now you can create an invoice from a contact or a company form. The primary synchronization process has been sped up. The error description has been added to the error log. Attention! The new version of the app works as a 30-day trial on free Bitrix24 accounts. After upgrading the previous versions, you will need to authorize the application for the second time.
版本 1
Today you can synchronize your data between QuickBooks and Bitrix24.
If you are facing an issue or would like to receive some more information about the app, kindly contact Bitrix24 support. Our dedicated Integrations support team will be delighted to assist you and provide guidance on any inquiries you may have regarding the app.
Make sure to check our Helpdesk article for details on how the app works.
Complete standard installation procedure at Bitrix24 Market and proceed with the following steps:
- Log in to the application.
- Indicate addresses.
- Select payment systems.
- Indicate templates for details.
- Launch synchronization.