QuickBooks: Overview (AppColl PM Plus)

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Please note: This feature is only available in AppColl Plus. Click here for pricing and details on the plus features.


Use the following links to access the corresponding articles:
Sending Client Contact information to QuickBooks
Importing QuickBooks Customers as AppColl Client Contacts
Sending AppColl Invoices to QuickBooks
Importing Payments applied to Invoices from QuickBooks

Two Easy Ways to Get Connected

Note: You must have administrator rights in QuickBooks to authorize the connection to AppColl. 

Option 1: 

  1. On the Manage Invoices page, click the QuickBooks button. 
  2. Select any of the pop-up options.

  1. Upon clicking one of the operations, you'll be automatically sent to QuickBooks to authorize AppColl. You'll log into QuickBooks using your QuickBooks login and click a button to confirm the connection. You'll come back to AppColl where your operation will continue. 

 

Option 2: 

  1. Go to Settings
  2. Click the Billing tab.
  3. Click Connect to QuickBooks to display this information in the QuickBooks Account Mapping section. You will be prompted to log in. 

Non-Administrator Access

If there is a non-Administrator you'd like to have access to QuickBooks, you'll see an Enable QuickBooks access checkbox by going to their Contact record and clicking the Permissions button.