The QuickBooks App helps synchronize data between Freshdesk and QuickBooks accounts.
The QuickBooks app lets you handle time-tracking & invoicing from the comfort of your helpdesk.
Using this app, you can:
* Access information about requesters from QuickBooks inside a Freshdesk ticket so you have additional context when responding to the queries.
Note: Information will be fetched only if the requester's company name in Freshdesk matches the 'Display As' name of a customer in QuickBooks. In case the company name does not match, data will be fetched based on the ticket requester’s email address in Freshdesk matching a customer's email address in QuickBooks account.
* Log time in QuickBooks right from within Freshdesk. You can also view and edit the recent five time-entries.
* Log time in Freshdesk timesheet from within the Quickbooks app.
* View recent QuickBooks invoices of the requester inside Freshdesk.
Freshdesk API Key: Click ‘Profile’ Icon at the Top Right corner > Click ‘Profile Settings’ – You will get the Freshdesk API Key at the Right panel.
Freshdesk Domain: Your Freshdesk domain in this format company.freshdesk.com without http:// or https://
QuickBooks Company ID: Click the ‘Settings’ Icon at the Top Right corner (near Help Icon) > Click ‘Your Account’ – You will find the Company ID next to Company Name.
Follow the steps below for installation:
Go to Admin > Helpdesk Productivity > Apps > Get More Apps > Agent Productivity or Time Tracking & Billing > Search QuickBooks > Select QuickBooks > Click Install. >
You will be redirected to QuickBooks Login Page > Input QuickBooks Admin Credentials and Click 'Connect'.
You will now be redirected back to Freshdesk Admin Page > Input Freshdesk API Key, Freshdesk Domain and QuickBooks Company ID(without space in between) > Click Verify and Install.
Go to Admin > Helpdesk Productivity > Apps > QuickBooks > Uninstall.
If you are facing any issues, do feel free to reach out to us at email@example.com or create a ticket at https://makoitlab.freshdesk.com