Teamgate and QuickBooks integration allows users to see all invoices and estimates issued to the customer straight in Teamgate, transfer customer details to and from QuickBooks account with just a few clicks. As well as, QuickBooks' customers' database can be easily imported to Teamgate CRM.
For the instructions on how to connect QuickBooks to Teamgate please see this article.
When QuickBooks Online is connected to Teamgate you will see QuickBooks integration block in People, Company and Deals sections inside your customer cards:
In order for QuickBooks integration block to start displaying information, link the customer from QuickBooks to Teamgate. If the database were imported from QuickBooks to Teamgate - all the customers will be linked automatically.
1. How to link customers from QuickBooks to Teamgate?
The process of linking customers differs depending on the fact if you are trying to link existing or a new customer from Teamgate to QuickBooks.
1.1. If a customer exists in QuickBooks click "+" icon and start searching for a customer in QuickBooks database. Type in a customer name in the dedicated search bar and select customer from the drop-down menu.
1.2. If a customer does not exist in QuickBooks click "+" and click "Create customer in QuickBooks"
2. Which invoices and estimates are displayed in Teamgate?
When the customer is linked- all invoices issued in the past will be pulled out and displayed according to their current statuses in Teamgate.
Open - Saved and Closed, but not yet sent (emailed) to the customer.
Overdue - An invoice becomes overdue when it has reached the due date.
Paid - status means that the invoice is already paid or there are payments linked to it.
Estimates - bids, quotes or proposals that might be converted to invoice. Estimates have the following statuses: pending, accepted, closed and rejected.
3. Other actions:
Click three-dot icon and select other possible actions:
Unlink from QuickBooks- the customer will no longer be linked with Teamgate. This action might be helpful if the customer were linked by mistake and you wish to link another customer.
Create an estimate - the pop-up window will show up where you should enter all the necessary details and click "Save" when finished.
Newly created estimates appear in the estimates tab.
Create Invoice - the pop-up window will show up where you should enter all the necessary details and click "Save" when finished.
The invoice may be created at the moment when the deal is won. Mark "Create invoice" to "yes" and click "Save"
Fill all the details and click save.
A recently created invoice with the status "open" will appear in the customer card in Teamgate. As well as, by clicking on invoice number the system will navigate to QuickBooks and the invoice draft will be opened.
Copy Customer details to QuickBooks-
-company title or name and surname;
-address;
-email;
-phone number;
-URL.
Please note: if you are updating company details associated People details won't update automatically.
Copy customer details from QuickBooks-
-company title or name and surname;
-address;
-email;
-phone number;
-URL.
Please note: if you are updating company details associated People details won't update automatically.
Open in QuickBooks- the system will navigate to QuickBooks customer profile.