QuickBooks Integration

What does the integration do?

This integration automatically creates a new lead in QuickBooks when your virtual receptionist takes a message for your business.

Installing the Integration

From your Answerconnect application, click the Manage icon in the sidebar and choose the Integrations tab.

Select the QuickBooks integration card.

Click the Integrate button located on the left side of the QuickBooks integration window to proceed.

Connecting Your Accounts

Enter your QuickBooks username and password to connect your account with AnswerConnect.

Click the edit icon next to the account to name your account.

Next, click Continue.

In the QuickBooks authorization window, click the Connect button to grant AnswerConnect permission to access your QuickBooks account.

Select the target QuickBooks list where you want Leads exported and click Continue.

Map the message fields to the corresponding QuickBooks attributes and click Continue.

Mandatory fields are marked with a red asterisk.  

Click the Test button to verify the attributes are mapped correctly. Successful mapping will activate the integration.

Deactivating the Integration

To deactivate the integration, go to Manage, choose the QuickBooks integration card and click Deactivate.