QuickBooks Integration

QuickBooks is a small business accounting and invoicing system. You can automatically save QuickBooks invoices for fulfilled TeamGram orders. Authorizing Departments to Create InvoicesOnly authorized users can send invoice information to accounting software. To authorize users in a department:

  • Go to Control Panel > Department access controls. Select the department you want to authorize. Click on Customer Orders. Switch on the Can create invoices¬†option. Save.

Connecting A User’s QuickBooks Account

Users must link their QuickBooks accounts to TeamGram before they can save invoices in Quickbooks.

Ask your users to go to Control Panel > Integrations > User Integrations > QuickBooks, and follow the instructions.

Saving Invoices

Check out this article to learn about saving invoices in third-party accounting systems.

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