Integrating IO with Quickbooks

Jordan M. shared this question ago

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I am having so much trouble with this. Is there a step by step other than what's in the settings tab in IO?

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Comments (5)

IO S. ● 9 years ago

There isn't. When following the instructions, which step do you get stuck at?

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Maribel L. ● 8 years ago

I can't seem to see anything on quickbooks. I did integration and it shows on quickbooks as integrated app but I can't see any of the information. Did I do something wrong?

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IO S. ● 8 years ago

By default, only leads in confirmed or complete statuses go into QB (unless there is a payment on the lead). You didn't move your one lead to complete until after you ran the web connector. Also, it's best to always have the web connector running at all times. It appears you are running it manually.

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Maribel L. ● 8 years ago

Well it shows as integrated but how do I make sure the web connector is automatically running?

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IO S. ● 8 years ago

You can see in Settings->QuickBooks when the last time it ran was. You simply never want to close the web connector. Just hide it. Also, you'll want to figure out how to add it to your startup programs on your computer.

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Jordan M. ● 9 years ago

1. ha.

I'm not seeing ANY of the pictures (figures) in the step by step. Also, nothing pops up when I click the download app button.

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Jordan M. ● 9 years ago

I got it - pop up blocker was blocking it.

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Jordan M. ● 9 years ago

I set it all up and it looks like its all connected properly but the employees still aren't showing. How long does it usually take to populate?

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IO S. ● 9 years ago

We do not send employees. You can set it up to do worker payroll if you pay them as independent contractors. You would have to complete the bottom section of the settings, which it doesn't look like you've done. The workers will go in as vendors and are paid via bills.

It does look like your invoices are being entered properly.

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