New QuickBooks Integration

December 4, 2019

You can now automatically link your QuickBooks account without us having to do anything on the support side. For you to link it, just press the green "Connect to QuickBooks" button on the Settings > Admin > Accounting Integration page.

Once connected you will see a "Map Accounts" box appear, which allows you to connect accounts and sales code from your QuickBooks to CleanCloud.

Assigning customer a QuickBooks is now much easier. When you edit a customer account in CleanCloud, if you start typing the customer name in the QuickBooks ID field it will load a list of relevant customers from your QuickBooks account. Once you select the correct customer it will enter the correct ID into the field.

For more information click here >