Skip to main content

Connect QuickBooks to Your Portal

Learn how to connect your QuickBooks account to PartnerPortal.io and map leads to their QuickBooks accounts.

With the QuickBooks integration, revenue information from your QuickBooks account is pulled into the portal automatically, giving partners visibility into their potential earnings.

Who can do this: Admins only

Important: For a lead to be mapped to QuickBooks, that lead's customer must already have an account in QuickBooks. You can create QuickBooks accounts at any time — leads can be mapped after approval, and the integration will pick up any new customer revenue from that point on.

Before You Start

  • Admin access to PartnerPortal.io

  • A QuickBooks account

  • Customer accounts created in QuickBooks for each lead you want to map

Step 1: Connect Your QuickBooks Account

  1. Go to the Integrations tab.

  2. Click Enable QuickBooks.

    Integrations tab showing the Enable QuickBooks button

  3. Log in to your QuickBooks account and connect it to your portal.

    QuickBooks login and connection screen

Step 2: Map Your Leads

  1. Once connected, click Map Leads.

    Portal screen showing the Map Leads button after QuickBooks is connected

  2. Map each lead to their corresponding QuickBooks customer account.

    Lead mapping screen showing leads being matched to QuickBooks accounts

Related Articles
Did this answer your question?