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Integrating QuickBooks with CustomerSuccessBox

Overview

CustomerSuccessBox supports integration with Quickbooks to pull in Invoice data. In this article, we list the steps and requirements to integrate Quickbooks with CustomerSuccessBox. 

Why should I integrate with Quickbooks?

Integrating Quickbooks with CustomerSuccessBox, enables you to 

  • Create and/or manage Accounts and Subscriptions, Invoices in CustomerSuccessBox from Chargebee

  • View all Invoices for a particular Account in CustomerSuccessBox

  • Have a 360-degree view of your customers

  • Risk alert on the basis of Overdue Amount, Overdue Invoice Count, and Invoice Overdue Since 

  • Set up Financial Health

Prerequisites

  • You need to have a paid account with Quickbooks.

  • Your access to Quickbooks must be equivalent to a Company Admin level for authorizing integration with CustomerSuccessBox.

  • Unique Accounts Identifiers or User’s Email addresses are required to be present at the Customer level in Quickbooks. CustomerSuccessBox requires a unique identifier for Accounts creation that should be immutable

 

In case of any confusion talk to your dedicated Implementation Engineer and discuss other available options in bringing data from Quickbooks.

 

NOTE:

  • All Invoices belonging to existing accounts in CustomerSuccessBox are synced from Quickbooks once everyday midnight GMT

  • If you have many organizations or instances created in Quickbooks, we can only integrate one instance. If you wish to integrate more than one instance from your Quickbooks platform, we suggest sending data for the other instances from Zapier.

 

Step 1: Finalize the Unique Account Identifier


  1. Before Starting Integration: CustomerSuccessBox requires a unique identifier for Account and User records that should be immutable. The source of truth for the identifiers is highly recommended, to map the unique identifier of your Accounts from your product telemetry/ backend database. For this, you would need to get in touch with your engineering team to get identifiers.

  2. Once you get the unique Account ID from your engineering team, please share that with the Quickbooks admin in your organization to map those IDs with the existing Accounts in Quickbooks by creating a custom attribute and adding those IDs there. how to create a custom field in Quickbooks.

 

Step 2: Authorizing Access to Quickbooks

Follow the steps below to authorize CustomerSuccessBox access to Quickbooks-


  1. Log in to your CustomerSuccessBox instance 


2. Navigate to the Integrations Hub from Settings > Integrations

 

3. Find and click on the Quickbooks card under the Other Available Integrations (in All or Billing & Payment section) and click Connect Now. 


4. Once you click on Connect Now, you’ll come up to this screen. Kindly click on Next in blue.


5. Afterward, on the Authentication page, you need to authorize from your Quickbooks site. Learn how to manage API Keys from this Quickbooks support article.


6. Click on Authorize and if you are logged in to Quickbooks, you’ll get the option to connect your CustomerSuccessBox instance to your Quickbooks account.

 

7. Once Authorized or Connected, select the best way to integrate depending on how the data is stored in your system & what you want to achieve with the Integration and click Next.



  • If you are Mapping Invoices via the domain of Billing email, all users under whom invoices are generated, need to be present in CustomerSuccessBox with the same email address & the email address needs to be stored in the “Email” user field. 


 

 

  • Recommended: If you are Mapping Invoices via Account ID stored at the Customer level in Quickbooks, you need to provide a Unique Account Identifier at the customer level. You can either use any existing default fields to place in the Account IDs or create a custom field that will be mapped with Account Identifiers present in CustomerSuccessBox. Learn more about creating a custom field in Quickbooks here.


In case of any confusion talk to your dedicated Implementation Engineer at CustomerSuccessBox.

 

8. In the next window, kindly complete the field mapping of your Quickbooks to CustomerSuccessBox and after finalizing, click on Review.  


 

9. Review your mapped fields and after finalizing, click on Save.

 


That's it! Quickbooks are integrated with just the authorization. 


 

Step 3: How to check the incoming data and what information is visible


  • How would I know if integration is a success?

 

  1. You can check if the integration is a success, by going to your CustomerSuccessBox instance, gear icon on the top right corner→ Integrations, and under Connected Integrations, you should see the Quickbooks card with checked “Enabled” status is green.



 

2. You’ll receive a confirmation email



3. The Integration log page shows "Successful". Navigate to the gear icon on the top left and select Integrations, where you’ll see the below Quickbooks card under “Connected Integration”. Click on the 3 dots, and go to Logs.


 

  • How do I find Invoices data?


 

This is where you can view all the Invoices and filter them as per your requirement.


 

 

Contact Us

In most cases, you would have a dedicated Customer Success Manager who will be your point of contact for any queries or assistance. You may also,

  1. Initiate a chat directly from within CustomerSuccessBox. Use chat option from Chat (under ? icon) in the top right navigation bar

  2. Create a conversation from here

  3. Send an email to support@customersuccessbox.com



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  1. Bhuvan Gaur

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