Configuring QuickBooks will help establish a connection between Vtiger and QuickBooks. This is a one-time process.
Follow these steps to configure and set up QuickBooks:
- Log in to your CRM account.
- Click the Main Menu.
- Go to the List View of Contacts/Products/Services/Invoices/Vendors module.
- Click the Sync button on the top.
- Select QuickBooks.
- Click Configure.
- Choose your QuickBooks edition from the drop-down.
- Click Proceed.
- Read the prerequisites carefully and click Connect with QuickBooks.
- If you are not logged into QuickBooks, you need to sign in using your QuickBooks credentials.
- If you are logged in, an authorization popup will appear. Click Authorize to proceed. Next, you will be redirected to the Vtiger QuickBooks page.
- Select Income Account and Expense Account details, which will be used while synchronizing products/services from Vtiger to QuickBooks.
- Click Save settings to proceed with the account mapping.
You will then be redirected to the Sync Settings window where you will have to set up the sync.