Be sure your contacts in QuickBooks have both the first and last names defined. There is another field called Display Name where the whole name can be stored, but the integration does not pull from this field, so if the first and last name fields are empty for a contact, that contact will come in as 'No Name Defined.'
2. Click on "Connect To Quickbooks"
3. Click on "Connect To Quickbooks" - leave all the toggle switches turned on.
4. You will be re-routed to QuickBooks Online, Sign Into Your Account
Note that each of the following must be selected in order for the integration to work:
5. Choose A Tax Code
6. Click on Select A Tax Rate
7. Select A Default Income Account
8. Select A Default Expense Account
9. Click on "Sync Now"
10. Click Products/Services and make sure each item has accounts specified for income and expense. In order to sync invoices, each item on the invoice must have an income expense account specified, and each item must be synced with QuickBooks, which means it must exist in Products/Services.
It is not possible to sync when a line item is entered manually instead of using the drop-down list, so if you are entering a one-off item, it is still important to add it in Products/Services.
11. Having a phone number in the email field for the contact will not work, and having an email in the phone field. You can sync a contact, invoice, or payment manually
by clicking the tiny "Click here" text at the bottom of the screen:
Be sure to read the error messages that come up at the top of the screen. That will tell you why it is not syncing. If you have trouble understanding the error message, take a screenshot of it and submit it using the help button on dripjobs.com
CANADA users: Every line on an invoice must have an amount in the tax field.
IMPORTANT: If your company is required to charge sales tax on products/services, please ensure that "TAXES" are enabled inside of your Quickbooks Account.
If you need help setting it up, please follow the steps in this article. Then, you can contact us.
Note: QB has a tendency to disconnect from time to time. If things are not syncing, the first course of action is to go to the integrations tab in company settings, sign out, and back in.