Repair-CRM can integrate with QuickBooks Online.

Check out this video on how to do it:

Enable the integration with going into your Repair-CRM account.

  • After logging in navigate to Settings / System settings / Integrations.

  • Click on the Button Connect to QuickBooks

  • Using the QuickBooks authentication API, log in to your QuickBooks account and enable Repair-CRM to access your account.

  • You can Disconnect the integration anytime you want to.

  • After Successful integration you will see 3 things:

    • Clients tab, New button (on the right arrow) Import from QuickBooks: lets you import your Customers from QuickBooks Online

    • Parts tab, New button (on the right arrow) Import from QuickBooks: lets you import your Products from QuickBooks Online

    • After scheduling and Finalizing a Job, you can send the Job data to Quickbooks to create an Invoice (on the Jobs tab, after selecting a finalized Job)

    • Note: After saving a Job, make sure it is Accepted by the technician and make sure to finalize (Close the Job) it in the Jobs list. Only finalized Jobs can be send to QuickBooks Online

Did this answer your question?