MessageDesk syncs Contacts and invoices both ways, in real-time with QuickBooks Online. Learn how to connect your MessageDesk workspace to a QuickBooks Online account.
Connecting MessageDesk to QuickBooks Online
Navigate to Settings in MessageDesk
From Settings menu, click Plugins
In Plugins, Click QuickBooks Online
Click "Connect to QuickBooks" to connect your accounts and sync data with authorization through your Intuit Account.
Your accounting data including contacts and invoices will begin syncing with MessageDesk once the connection is established. MessageDesk will send you a notification once the sync is complete and successful.
After your sync is complete, check out the Invoices module to see all of your active QuickBooks Invoices.
Frequently Asked Questions
Can I connect multiple QuickBooks accounts to 1 MessageDesk workspace (phone number)? No, each MessageDesk phone number can only be connected to 1 Quickbooks account.
Are Contacts synced between MessageDesk and QuickBooks once connected? Yes, once connected any contact created in QuickBooks will appear in MessageDesk. Any contact created in MessageDesk will appear in QuickBooks
