Manage payments and invoices for your contacts inside the CRM by integrating with QuickBooks. What do you get from this Integration? 1. View your customer invoices in the CRM under the respective lead or contact 2. Get a summary of total paid and unpaid amount for each account, deal, contact and lead. 3. Get notified when your lead or contact makes a payment 4. Pin QuickBooks invoices against your lead in the CRM 5. Search your QuickBooks invoice without leaving the CRM

1. Login into the CRM as an Admin. 2. Go to Admin Settings > Integrations > Third party integration > QuickBooks. 3. Enable the toggle. Click the Connect to QuickBooks button from the page you are directed to. 4. You are directed to the QuickBooks page. If you’ve already logged in, just click on Authorize to proceed. 5. Else, sign into your QuickBooks account and then click Authorize. 6. Upon successful authorization, you’ll be directed to the QuickBooks integration page under the CRM Admin Settings. 7. Your Company name and Email as mentioned in the integrated QuickBooks account appears here. 8. If you choose to be notified every time a contact makes payment, enable the checkbox. 9. Hit Save.