Overview
This app helps users to connect their invoicing application and create invoices directly from CRM itself without switching the apps.
How to install the app:
- Click on the ‘Install’ button on the marketplace app details page.
- Check the permissions required by the app and click ‘Allow and Install’
- After installation sign up on the application and verify your email account
- After verification, sign into the application
How to Connect QuickBooks account:
- Login to the QuickBooks invoices app (https://books.integrations.kylas.io) and navigate to ‘Connected Accounts’ section
- Click on ‘Connect to QuickBooks’
- Follow the OAuth flow of QuickBooks and log in with your QuickBooks account.
How to generate invoices:
- After connecting the QuickBooks account, navigate to Kylas Sales Deal details page of any Deal for which you would like to create invoices.
- Click on more action button (The chevron icon on the right hand side of Edit)
- Click ‘Generate QuickBook invoice’
- Enter the required details in the invoice form and generate an invoice
How to view all invoices:
- Navigate to the Deal details page for which you would like to view the invoices
- Click on ‘View Invoices button’ shown on the right hand side productivity section
- You should be able to view all invoices generated by the QuickBooks invoicing application
How to add users in the QuickBooks invoicing application:
- Navigate to ‘Manage Users’ inside the QuickBooks invoicing app
- Click on ‘Add User’
- Enter the Name and Email of the user
- Choose the Role from Member or Admin
- Choose the corresponding Kylas user from the list of Users available in your Kylas account
- Click on Save
- The users added in the app will receive a email for their account verification,, after verification the users can install the app and log in from their credentials.