Note: The QuickBooks Online integration is currently in beta. This means that it is open to use for customers in every product tier for the time being. It is a good idea to do a sample run of a few records to make sure that the integration works as you expect.
The integration can be accessed on the QuickBooks Online Integration page in the settings. Initially, this page provides the following options:
After connecting to QuickBooks, you will be transferred back to the settings page, which will open up more options related to the integration.
At this point, you will be authenticated into QuickBooks for 1 hour. The interface will tell you exactly what time your session will expire. Once the session expires, you will need to reauthenticate in order to run the integration process again. The process allows you to select the following options:
When you select the year of payments to export, you will also see how many customers and payments will be exported near the checkbox:
Note that only customers with payments in that year will be exported. A customer who has not made any payments will not be exported to QuickBooks.
When you are ready to begin the integration process, simply click Begin Integration. This will queue a background process that will perform the integration. This process can potentially take a long time if you have a lot of records to process, but luckily you can continue using CloudBridal while the integration is running. As soon as it finishes, you will even get an email with the results.
At this point, if you’ve chosen to import vendors from QuickBooks, you will see them in your vendors list within CloudBridal.
If you’ve chosen to export customers and payments from CloudBridal into QuickBooks, you will see them within your QuickBooks Online environment.