QuickBooks Offline – ConvergeHub Integration

QuickBooks Offline Features

Manage Estimates, Invoices, and Payments from CRM. Complete sync of accounts and contacts between your QuickBooks Offline and ConvergeHub CRM. Post integration, all the information about customers, products, invoices, and payments can be accessed within the CRM, without the need to switch to QuickBooks Offline in a new tab. This makes it easy to streamline and accelerate the entire workflow and automate a chunk of activities. Read QuickBooks Offline CRM Integration – The Definitive Guide to know why you should sync QuickBooks Offline data with your CRM.

Initiate Offline Sync

The ConvergeHub-QuickBooks Offline sync tool provides the sync with the local QuickBooks Offline data with ConvergeHub CRM. The Offline sync tool offers multiple options to the user whereby the user can set the sync option as Automatic or Manual and the Sync Date for fetching the QuickBooks Offline data to the CRM.

Create Estimates and Invoices

Create estimates and invoices in QuickBooks Offline on the fly and it will be synced with ConvergeHub CRM. In addition, any Quotes, and Invoices created in ConvergeHub will be synced with QuickBooks Offline.

Track and Receive Payments

In ConvergeHub CRM you can follow-up with your customers for payments and the same will get synced with your QuickBooks Offline account. Similarly, any payment received or updated in QuickBooks Offline will be reflected in the ConvergeHub CRM.

Find the transaction history under the account

QuickBooks Offline integration, lets the user view all the transactions listed under a particular account in ConvergeHub CRM. You can also view the history of all the transactions made and all the payments received from your customers.

Setting up QuickBooks Offline Integration in ConvergeHub

1.Navigate to “App Store” or simply search “QuickBooks Offline” in App Store

ConvergeHub CRM offers a plethora of apps in our App Store, which supports third-party integrations with the CRM. The App Store is the place where we keep on adding third-party apps that help in making seamless collaboration with other necessary business tools. To enter App store you need to click on “Admin Settings” under your user profile and then enter App Setup, which shows the App Store.

2.Click on the QuickBooks Offline App setting to download the QuickBooks Offline Sync Plugin

For seamless integration with QuickBooks Offline click on the Settings button, this will open up a pop-up. In the pop-up click on “QuickBooks Offline Sync Plugin”, which will initiate the download of the plugin. If you have a pop-up blocker in your web browser, then allow the pop-ups from ConvergeHub.

3.Install and set up the QuickBooks Offline Sync Plugin

After the download is completed, install the QuickBooks Offline Sync Plugin. Once the installation is completed, open QuickBooks Offline with admin privilege. Next, run the QuickBooks Offline Sync Plugin, input the ConvergeHub User ID, Password and API Key (which can be found in the Administration Setup of ConvergeHub) for sign in and provide the necessary authorization.

4.Set the Sync settings and then start the sync

Once the setup is completed, set the path of QuickBooks Offline’ data file, then set sync setting (such as Method of Sync- Automatic/Manual) and set the Sync Date for fetching the QuickBooks Offline data to the CRM.