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.