To upload your Quickbooks Online (QBO) invoice data to Green Check, you'll simply need to connect your Quickbooks account.
When setting up the Quickbooks Online integration, you'll be asked to login to your QBO account and grant specific access to the Green Check system. The only access you will grant will be for "payments" made on invoice records.
How Does it Work?
Green Check integrates with QBO using Webhooks, or system-to-system messages. Once a user grants us permission via the integration, anytime a "Payment" is created in the QBO system, a message is sent to Green Check containing the following information:
- Invoice number, date, and amount
- Payment ID, date, and amount
- Products sold (if available on the invoice record)
- Customer name
Note: Connecting your QBO account to Green Check WILL NOT give access to any company information, financial reports or additional data outside of what is explicitly granted during the set up process.
Connect your Quickbooks Online account
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In your Green Check account, navigate to Company Profile > Integrations.
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Click the Quickbooks card.
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In the drawer, check the box next to Enable Quickbooks integration.
- Click Connect.
Please note: You will be re-directed to Quickbooks to sign in to your Quickbooks account. Once you sign in, you will be re-directed back to your Green Check account.
After you connect
After you connect the Quickbooks integration to Green Check, you'll see that your integration status is Pending.
You'll know that the integration was completed successfully once this status changes to Connected. Once the integration is Connected, you will begin to see your Quickbooks invoice activity loading into Green Check the next day.
How it works
Following the connection, all new invoice payments in your Quickbooks account will be automatically synced to Green Check every night.
Please note: Existing invoices in your Quickbooks account will not be synced.