QuickBooks Integration

Overview

Quickbooks, from Intuit, is the most popular accounting package in the US with market share of over 80%. While Quickbooks have recently been making a concerted push into the online environment with their Quickbooks Online product, there are still many millions of businesses running the installed, offline version of the accounting package.

To enable their users to get the benefits of integrating with new innovative online services like AffinityLive, Intuit have developed Intuit Anywhere, an online "locker" for financial data. This integration is automatic if you're using Quickbooks Online; for more information about how to connect your offline version of Quickbooks to Intuit Anywhere, please contact Intuit support.

The integration allows you to automatically push invoices from AffinityLive to Quickbooks. Changes to an invoice - including payments - will be automatically pulled back to AffinityLive.

The following assumes you've already logged into your Quickbooks Online/Intuit Anywhere account.

Go to the Integrations Screen

Firstly, you'll need to log into your AffinityLive deployment, with an address like https://yourcompany.affinitylive.com.

Once you've loggged into AffinityLive, click on the Integrations link in the top right.

Remember, to complete the integration, you'll need to already be logged into your Quickbooks account in the same web browser.

Connect to Quickbooks

Once you've loaded the integrations page, you'll need to click on the "Connect to Quickbooks" button in the top right to authorize AffinityLive.

Authorize the app

Quickbooks will then confirm you're logged in to their system, and if you are and have admin rights, it will allow you to authorize AffinityLive to access your Quickbooks data. Click the yellow Authorize button to continue.

Import & sync invoices

Once you've authorized AffinityLive, you'll be able to import your contacts and invoices AffinityLive. You can also do this process periodically - useful if you have an accounts team who are creating their own contact records and/or invoices directly in Quickbooks. 

Optionally, you can also choose to import invoices created in Quickbooks on an ongoing basis, so that your AffinityLive view of client invoices will always contain all of the revenue and income you're invoicing your clients for. Just tick the "Sync invoices created in Quickbooks" checkbox and you'll see any new clients, invoices and payments created directly in Quickbooks be imported into AffinityLive.

Accessing AffinityLive from Quickbooks

If you or your staff are working in Quickbooks, one of the things you'll probably benefit from is the ability to easily log into AffinityLive from the Quickbooks interface.

To do this, you can simply click on the "blue dot" menu, and you'll see AffinityLive appear as an option.

You may be prompted with a login screen which requires you to enter your deployment domain before continuing. We're working with Intuit to make this process automated, but in in the mean time you're able to enter the domain of your AffinityLive deployment and save it for easier future access.

If you've got feedback about your Quickbooks integration, don't hesitate to use our Make A Suggestion links or drop us an email at support@affinitylive.com - we'd love to hear how we can make this integration even better!