QuickBooks Online Integration

September 21, 2021

Overview

The QuickBooks Online integration with ClientTether does the following:

  • Upon a client, with an existing proposal in ClientTether, being marked as closed or completed. A new invoice, with the same number as the ClientTether proposal, is created in your QuickBooks Online account.
    • Any line items that exist in ClientTether that do not exist in QuickBooks will be created
    • Any payments recorded in ClientTether will be added to that invoice.
      • As payments added in ClientTether they will be added to the existing invoice.
  • If the client already exists in QuickBooks, then the invoice will be tied to that client
    • matches by names, please make sure names match exactly
  • If the client does not exist, then a new client record will be created in QuickBooks with the information from ClientTether and the invoice will be tied to that client.

    NOTE: Our CSMs are NOT Quickbooks user. How you use the data once transferred, is up to you.

How to Set up Quickbooks Online integration

This is done in a few quick steps

  1. Go to Add-Ons tab in setting and check the box for Quickbooks (this is a premium option.
  2. Go to the new Quickbooks tab and click on Provided links
  3. Sign into your Quickbooks account.
  4. Next, Choose how to match Proposal data to your QB Products.
  5. Lastly, there is an option to map three fields to your custom QB fields.

You can see this is set up once you have completed these steps by going back to the Quickbooks Tab. The email tied to your Quickbooks account will display as well as a notification that the integration is turned on.

QuickBooks Online integration is a premium add-on, and there is a cost associated with using this integration. Please contact your account manager to discuss any costs associated with activating this feature.