Integrating Quickbooks
Navigate to Settings > Integrations, and locate the Quickbooks integration.
Click Connect.
You'll be redirected to Intuit's login page, where you can log in to Quickbooks.
Once logged in, you'll be asked to "Connect" to allow Quickbooks information to be shared back into WarPlan .
Make sure to accept all permissions > hit the "connect" button
In WarPlan , navigate back to Settings > Integrations, and you should now see Quickbooks is connected!
Note:
There is a check box that shows up under the QuickBooks Icon integration. Asking if you want to auto send review
What does the QuickBooks integration do:
Syncs all new contacts that are created in QuickBooks.
Sends review upon QuickBooks payment in WarPlan without any automation (only on the first invoice)
Automatically register sales receipts inside Quickbooks whenever a payment is made inside WarPlan for order forms, subscription payments, membership checkouts, and calendar payments
Automatically create an invoice inside Quickbooks as soon as an invoice is marked as sent inside WarPlan . This will also sync any updates made afterward inside WarPlan and mark it is paid inside QBO as soon as it is paid inside WarPlan
Improved QuickBooks integration for Non-US Countries
The QuickBooks integration for non-US customers now includes invoice syncing. Previously, non-US users faced issues due to mandatory tax requirements not being met. Now, users can create and attach taxes to products while generating invoices, ensuring successful synchronization with QuickBooks Online.
Benefit: This update streamlines the invoicing process for non-US users, enhancing accuracy and compliance with local tax regulations.
How to use it: Go to Payments > Settings > Taxes to create a tax, then attach it to your product while creating an invoice. Your invoices will now sync successfully with QuickBooks Online, including the necessary tax details.
Auto creation of sales receipts
This is applicable for any payment processed via order forms, calendars, or subsequent subscription payments as well
If a customer exists inside QBO with the same email id with which the transaction is processed, we will update the sales receipt corresponding to the same customer inside QB
If the customer is not present, we will create a new customer against the email id with which the transaction is processed
One-way invoice sync from WarPlan to QBO
This will create a replica of the sent invoice, along with the total amount (including taxes and discounts) on QBO for frictionless accounting sync
Any updates made on the invoice inside WarPlan will be updated on QBO. This will include any invoice status change transitions inside WarPlan , such as the invoice is paid by the customer, or invoice is voided on WarPlan or any further discount is added upon customer request
This will not sync existing invoices already created within WarPlan . Only new invoices created from now on will get synced inside QBO
If a customer exists inside QBO with the same email id with which the transaction is processed, we will update the sales receipt corresponding to the same customer inside QB
If the customer is not present, we will create a new customer against the email ID with which the transaction is processed
Please Note:
- Once the integration has been established only NEW leads will be added as contacts to your location. It may take up to 5 mins before you see the new contact in the CRM
- To add older Quickbook contacts to the CRM please export them first then add them to the system via CSV