Integrating QuickBooks with Nextiva CRM

Integrating QuickBooks with Nextiva CRM imports existing QuickBooks customer information to the Nextiva CRM and provides one-way sync functionality from QuickBooks to the CRM. Integration saves Users time by eliminating the need to manage customer information in multiple systems. Any time customer information is added to, updated in, or deleted from QuickBooks, Nextiva CRM will automatically reflect the change. (Please allow up to 30 minutes for the sync to complete.) Administrators can customize the integration by mapping the QuickBooks fields to the Nextiva CRM fields.

NOTE: This integration is only available for QuickBooks online edition (not the premise-based version). 

To integrate QuickBooks with Nextiva CRM:

  1. Visit www.nextiva.com, and click Login to log in to NextOS.
  2. From the NextOS Home Page, select CRM.
  3. ClickAdministration Tools (wrench) at the top-right corner of the Nextiva CRM window.
  4. Under Advanced Settings in the left navigation panel, click Data Migration & Integrations.
  5. Click the QuickBooks tile.
  6. Sign in to QuickBooks.
  7. Map the QuickBooks fields to the NextOS fields for Contact and Account.
    • Matching fields will pre-populate.
    • Click + Additional Fields to add QuickBooks fields.
  8. Click Save. The QuickBooks tile on the Data Migration page will display a checkmark at the top-right corner to indicate the completion of the integration.

 

To disconnect QuickBooks from Nextiva CRM:

  1. Visit www.nextiva.com, and click Login to log in to NextOS.
  2. From the NextOS Home Page, select CRM.
  3. Click the Administration Tools (wrench) icon at the top-right corner of the Nextiva CRM window.
  4. Under Advanced Settings in the left navigation panel, click Data Migration & Integrations.
  5. On the Data Migration page, click the Import tile or the Get started button.
  6. Click the QuickBooks tile.
  7. Click the Disconnect button.

 

 

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Updated on May 11, 2020

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