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Integration setup for QuickBooks

How to set up the integration between CleanManager and QuickBooks?

As an administrator in CleanManager, you can set up the integration to QuickBooks.

With integration to QuickBooks, you can synchronize customer data and transfer invoices between CleanManager and QuickBooks.

 

See here in the article how to integrate QuickBooks and CleanManager:

 

 

 

How to create the integration from CleanManager to QuickBooks?

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Log in to CleanManager with the user type Administrator
 
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In the menu, go to Settings > Integrations

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Click on the QuickBooks logo in the bottom section

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Click on Connect 

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Sign in to your QuickBooks account

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Select your Company from the dropdown
 
Click Next to continue

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Click on Connect to establish the integration

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Your integration setup is now completed, see the validation icon valideret_forbindelse.png next to the QuickBooks logo
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INFO:

To have the invoice number added automatically to each invoice, follow this process:

1. Go to: Settings

2. Go to: Account and setting

3. Go to: Sales

4. Go to: Sales form content

5. Deactivate: Customer transaction numbers 

6. Click on: Save

 

 

 

 

Your QuickBooks integration is now completed, and you can continue with your customer synchronization:

See how to in this article: Customer synchronisation setup for QuickBooks