Step by step how to set up Quickbooks Integration
It sync’s all new contacts that are created in Quickbooks after the integration. Please note that it may take up to 5 min for contact to show in SalesInvite.
Note: You will have to export your contacts previous in Quickbooks and import them into SalesInvite
If an invoice is created in QuickBooks it queue’s up a review request for your contact in SalesInvite without any triggers!
Note: There is a check box that shows up under the Quickbooks Icon integration once connected asking if you want to auto send reviews That’s all