Apptivo allows you to sync your QuickBooks online account with Apptivo’s Customers app. This includes both one-way sync and two-way sync methods. Two-way sync helps in syncing your Apptivo’s customers with your QuickBooks and vice versa within a few minutes.
Steps for Two-way sync
- Log in to your Apptivo account and go to the Business Settings → Services → QuickBooks Online.
- From the QuickBooks Integration page, click on the “Connect to QuickBooks” button.
- You will be redirected to the QuickBooks Online page.
- Search your company from the company drop-down and select the Next button.
- Then click on the Connect button on the next page.
- Once completed, you will be redirected to the Apptivo Business Settings page.
- Under the Configuration tab, select the app that you want to integrate with your QuickBooks Online account. Here, Customers app.
- Select the Sync type as 2-way sync.
- In the Journals Tab, you can set up the Income Account, Expense Account, and Inventory Asset Account of your QuickBooks Online accounts.
- Click on the Fetch Accounts From QB to fetch the Income, Expense, and Inventory asset account from your QuickBooks Online accounts.
Note: The Accounts related to the products or sales from the QuickBooks Online account are only fetched under the Income, Expense, and Inventory Asset Account. If you are new to QuickBooks Online account, you have to create a new Account related to product or sales from your QuickBooks Online account.
- Then, go to the Mapping Tab, here, you can map the customer fields from the Customers tab.
- Here, you can view the Quick Sync button, by clicking on that, the existing customer records will be synced.
- Then, map the Apptivo fields with your QuickBooks Online account. The default will be already mapped and the remaining important fields can be mapped as per your preferences.
- For example, you can map the Customer Name field on the Apptivo with the same field on your QuickBooks Online account.
- Once the mapping is done, click on the Save button at the bottom to save the changes.
- Now, go to the Apptivo Customers app and create a record. You can view the Sync status on the “QuickBooks Sync Status field”. If failed, you can view the failure reason on the “QuickBooks Sync Details” field.
- You can view the created customers directly from your QuickBooks Online account.
- Similarly, the customers created on your QuickBooks Online account will be synced to your Apptivo account.
