QuickBooks integration

Replypad integrates seamlessly with QuickBooks Online to save you time and simplify invoicing. With this integration, you can invoice customers for the various services you provide and products you sell without having to switch between different tools. Invoicing in QuickBooks happens directly within Replypad.

You can generate invoices for customers’ open balances, which are billable charges that have not yet been invoiced.

Invoices can be created either individually or in bulk.

Additionally, the invoicing feature is accessible from various locations throughout the app, allowing you to invoice at different levels: the customer, the contract, the conversation, and individual charges.

Learn more about invoicing.

Enable QuickBooks integration

To use the QuickBooks integration, a workspace administrator must first install the QuickBooks app in your workspace (see below).

If QuickBooks integration is disabled for your user, you can enable it for yourself:

1. Visit Settings > Apps / Integration and visit the Installed tab.
2. Locate the QuickBooks installed app (if you cannot locate it, make sure your administrator has installed it and shared it with you).
3. Click the Enable button.

Use QuickBooks integration

To use the QuickBooks integration, a workspace administrator must first install the QuickBooks app in your workspace (see below).

Once you’ve finished the ‘enable’ step, the integration is ready for use.

With the QuickBooks integration, you can generate invoices from the following pages:

1. Conversation Details page.
2. Charges List page.
3. Open Balances & Invoicing page.

How Customers Are Matched Between Replypad and QuickBooks

To generate a QuickBooks invoice from Replypad, the corresponding customer record in QuickBooks must be located.

Replypad automatically searches the QuickBooks customer list for a customer record that has the EXACT Display Name matching the Name of the customer account in Replypad.

If no matching QuickBooks customer is found, the invoice generation for this customer will be stopped.

How Items Are Matched Between Replypad and QuickBooks

Each charge being invoiced is converted into an invoice line in QuickBooks.

Charges are always linked to the product or service being billed.

When generating invoices in QuickBooks and creating invoice lines from charges, Replypad attempts to link these invoice lines to the corresponding product or service record in QuickBooks.

The matching of a product or service is based on names: the name of the product or service in Replypad must exactly match the name of an active product or service in QuickBooks.

If no matching active product or service is found, the default product or service in QuickBooks is used.

Disable the integration with QuickBooks

To disable the QuickBooks app for yourself, follow these steps:

1. Open Settings > Apps / Integrations.
2. Under the Installed tab, look for and select the QuickBooks app you want to disable.
3. Click the Options button and select Disable.

Install QuickBooks integration

You need to be an administrator to manage and install apps and integrations.

1. In Replypad, open Settings > Apps / Integrations.
2. In the App Directory tab, look for the app to install and click it. The app will direct you to a page that displays additional information about this app.
3. Click the Install button.
4. In the window that opens, click Proceed to get redirected to the QuickBooks Online app website.
5. You may be asked to log into QuickBooks.
6. QuickBooks will then display a page asking you to connect Replypad to QuickBooks company.
7. Click Connect.
8. Once approved, you will automatically return to Replypad.
9. The QuickBooks app will show under the Installed tab and is ready for use.

By default, the installation of the QuickBooks app enables access for administrators. You may want to manage which users have access to the QuickBooks app integration.