QuickBooks Integration Guide

QuickBooks is a leading accounting software that simplifies managing your financial transactions. By integrating QuickBooks with CRM Dance, you can automate transaction logging and maintain up-to-date financial records effortlessly.

Why Integrate QuickBooks?

• Automate Financial Record-Keeping: Automatically synchronize transactions made through CRM Dance with your QuickBooks account.
• Save Time: Reduce manual data entry and potential errors in financial management.
• Stay Organized: Keep your financial data structured and easily accessible in QuickBooks.

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How to Set Up QuickBooks

Step 1: Create or Set Up a QuickBooks Account

If you don’t have a QuickBooks account, sign up at QuickBooks. Ensure you complete the setup process by creating your company profile.

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Connecting QuickBooks in CRM Dance

Step 2: Navigate to App Settings

1. Login to CRM Dance: Open CRM Dance and log in using your credentials.
2. Access App Settings: Click on the App Settings button located at the bottom-left corner of the dashboard.
3. Scroll to QuickBooks Section: Scroll to the very bottom of the App Settings page and locate the QuickBooks Integration section.

Step 3: Connect to QuickBooks

1. Click on Connect QuickBooks.
2. You’ll be redirected to the QuickBooks authorization page.
3. Authorize Access: Choose the QuickBooks company you want to connect (created during the QuickBooks setup in Step 1) and follow the prompts to authorize CRM Dance.
4. Once authorization is complete, you’ll be redirected back to CRM Dance.

Step 4: Verify Connection

• Once the connection is successful, the button will turn gray and display the text: QuickBooks Connected.
• Now, your transactions can be synchronized automatically.

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Using QuickBooks with Transactions

Step 5: Adding QuickBooks Product to a Transaction

1. When creating a transaction in CRM Dance, add any Additional Expenses that need to be logged in QuickBooks.
2. Select QuickBooks Product: Choose the relevant QuickBooks product from the dropdown list provided.
3. Payments for this transaction will automatically be recorded in QuickBooks.

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Note: Ensure you have correctly set up products and services in QuickBooks to map them efficiently with your transactions in CRM Dance.

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By following this guide, you’ll streamline your accounting processes and keep your financial records accurate and updated.