With our QuickBooks accounting integration, you can easily and automatically pull in revenue information for your partners into your portal. This will allow visibility for partners into their potential earnings.
Setting up your QuickBooks Account
Before you connect your portal, please keep in mind that to map pp.io leads, each lead( your eventual customer) will need to have an account in your Quickbooks. This can be created in your QuickBooks account at any time and leads can be mapped anytime after approval ensuring the QuickBooks integration reads any new customer revenue.
Connecting your Portal
Once you've ensured all your partners have an account in your QuickBooks, head to your Integration tab and select the Enable Quickbooks button.
Log into your account and connect to your portal.
Once connected, click on the Map Leads button.
Map your leads to your customers' QuickBooks account.
