What does the integration do?

This integration automatically creates a new lead in QuickBooks when your virtual receptionist takes a message for your business.

Activating the Integration

From your AnswerConnect app:

  1. Click Settings
  2. Select Advanced Settings
  3. Select Integrations.
  4. Choose the QuickBooks integration card.
  5. Click Integrate

Connecting Your Accounts

Enter your QuickBooks username and password to connect your account with AnswerConnect.

Click the edit icon next to the account to name your account.

Next, click Continue.

In the QuickBooks authorisation window, click the Connect button to grant AnswerConnect permission to access your QuickBooks account.

Select the target QuickBooks list where you want Leads exported and click Continue.

Map the message fields to the corresponding QuickBooks attributes and click Continue.

 Mandatory fields are marked with a red asterisk.  

Click Test to verify the attributes are mapped correctly. Successful mapping will activate the integration.

Deactivating the Integration

To deactivate the integration:

  1. Go to Settings
  2. Select Advanced Settings
  3. Click Integrations
  4. Choose the Quickbooks integration card
  5. Click Deactivate