Integrating QuickBooks Online with Expiration Reminder allows you to sync financial data and expiration details seamlessly. Follow the steps below to link your QuickBooks account with Expiration Reminder.
Things to know before you begin
-
Contacts in Expiration Reminder are matched with customers in QuickBooks based on their email address. Make sure that email addresses in both systems are up to date and that they match for the same users.
-
Contacts in Expiration Reminder are matched with employees in QuickBooks based on their names. Make sure that names in both systems are up to date and that they match for the same users.
-
You need to have a QuickBooks account already and created to be and Admin to be able to connect to QuickBooks.
Setting up the QuickBooks integration
1. Navigate to Integrations
- Log in to your Expiration Reminder account.
- Click on your profile icon in the top-right corner.
- Select Settings from the dropdown menu.
- On the left-hand menu, find and click Integrations.
2. Select QuickBooks Online
- In the Integrations page, scroll down or search for QuickBooks Online.
3. Connect to QuickBooks
- Click the "Connect" button.
- A new window will open prompting you to sign in to your QuickBooks Online account.
- Enter your QuickBooks Online credentials and follow the login process.
4. Grant Permissions
- Once logged in, QuickBooks will ask for authorization to share data with Expiration Reminder.
- Review the permissions and click "Authorize" to proceed.
5. Configure Settings
- After authorization, you’ll be redirected back to Expiration Reminder.
- Customize your integration settings, such as:
- Selecting the data to sync (e.g., invoices, customers, expiration-related details).
- Setting up automatic updates.
- Mapping relevant fields between Expiration Reminder and QuickBooks Online.
- Click "Save" to confirm your settings.
6. Verify the Connection
- Once connected, you’ll see a confirmation message.
- You can test the integration by syncing a sample record to ensure everything is working correctly.
Troubleshooting
If you encounter any issues while connecting QuickBooks Online to Expiration Reminder:
- Ensure you are using the correct QuickBooks Online credentials.
- Check if pop-ups are enabled in your browser, as the authorization window may be blocked.
- Verify that your QuickBooks Online plan supports API integrations.
- If the connection fails, try disconnecting and reconnecting from the Integrations page.