Syncing your QuickBooks® Online contacts with AcreConnect® allows you to use existing contact information when creating work orders and invoices. Once synced, contact details such as phone number, email address and physical location (via Google Maps) will be accessible with one tap. Follow the steps below to complete the syncing process.
Confirm Connection with QuickBooks® Online
You can verify the connection has been made if the “Disconnect” button is displayed next to the QuickBooks® Online. If you need directions to connect your account, refer to this article.
Important Notes:
Customer information synced from QuickBooks® cannot be modified in AcreConnect®. To make a change to the customer information, log into QuickBooks® Online and update necessary customer information. Once updated, a resync is needed. View this article to learn how to resync from QuickBooks®.
AcreConnect® cannot automatically update changes made to QuickBooks® Customers. Any new customers added or updated will require a resync in AcreConnect®.
Sync QuickBooks® Online Contacts
Click "Sync Now" to begin syncing your QuickBooks® Online contacts.
Import Customers
Click on "Import Customers" to add them to your customer list.
Sync Confirmation
When the sync is complete you will see the “QuickBooks® customer synced successfully” message in the top right corner of your screen.
After the sync is complete, AcreConnect® will display the number of customers imported and the date of last sync.
Your customers have now been synced, and you are ready to begin using them in your work orders and invoices.
View Customer List
To view your customers, select the “Customers” tab from the account menu.
You will see your customers displayed on a map for easy identification.
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Create Invoice
Now that your contacts are synced, you’re ready to create an invoice. Click HERE to learn how.
💡Tip
Need more help? Get support anytime from the chatbot in the bottom right-hand corner or contact support at [email protected] or by calling 319-201-3020 Ext.2