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, resync using the steps below.
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.
📖 Discover More
View Customer List
Now that your QuickBooks® Customers are synced, you can view them on an interactive map. Click HERE to learn more.
💡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