Mothernode Integration with QuickBooks Online & QuickBooks Desktop
Simplify the process of sending Invoices and POs to QuickBooks.
DESCRIPTION
Mothernode CRM offers a connection to QuickBooks online & desktop using QuickBooks API. This functionality allows users to seamlessly transfer their Invoice and Purchase Order transactions from their CRM to their QuickBooks account.
REQUIREMENTS
- Mothernode Enterprise CRM Subscription
- QuickBooks Online Account
- QuickBooks Desktop Account
SUPPORT
This integration is a Mothernode CRM feature. For support, click here. For support with QuickBooks, visit Intuit.com
About this integration
Mothernode’s integration with QuickBooks online allows Enterprise Customers to connect to their accounting software so they can transfer financial records from Mothernode to QuickBooks.
What the Extension lets you do
By adding the QuickBooks API to your Mothernode Account in the Admin Module> APIs, users can effortlessly select one or more Invoice Records, Credit Memos, or Purchase orders from within their Mothernode CRM Account and send the records to their corresponding QuickBooks account. Transactions for existing accounts will automatically file under the QuickBooks customer account, while new customer transactions will create the customer account in QuickBooks and file the transaction accordingly. Inventory items will also be added during the process. The same process is applicable to Vendors and Purchase Orders.
Users can view their history of sent transactions in their Mothernode CRM account.
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