QuickBooks Online – Integration Setup

Updated: February 21, 2020

Connecting QuickBooks Online to your SalesBinder account is easy and only requires two steps.

Step 1.

Authorize SalesBinder to connect with QuickBooks:
Under the Settings section (top right corner), simply click on “Manage Integrations” and click on the “Not Connected” grey box referring to QuickBooks Online. This will […]

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QuickBooks Online – Overview

Updated: February 21, 2020

How It Works

Once you’ve enabled the QuickBooks Online integration, everything will automatically sync as you create/modify your data, in the background, and based on the information outlined below.

Overall Functionality

Historical Invoice Data:
When you enable the QuickBooks integration, it remembers that point in time and only syncs newly […]

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