If Zero value tax is not available then Invoice will be skipped.
If the Company field is empty, QB Sync No Company Organization record is created in Vtiger, and an Invoice is associated with it.After synchronization, the information in the Company field in QuickBooks Invoice will be populated as Organization Name in Vtiger. Organization Name is mandatory to create an Invoice in Vtiger.QuickBooks Shipping will be added to Vtiger Shipping and Handling Charges.Invoice Tax Type in Vtiger will be set as Group or Individual depending on the data received from the QuickBooks Invoice.Shipping and Handling charges total will be updated to Shipping in QuickBooks.Any new tax added in QuickBooks gets auto-created in Vtiger after synchronization.To successfully sync Vtiger Invoice with QuickBooks, add a group tax in QuickBooks which includes all the selected taxes for a product or service in Vtiger.If Tax Mode is set as Individual in Vtiger, the tax amount for individual line items will be calculated and the total tax amount will be updated to QuickBooks.If Tax Mode is set as Group in Vtiger, the total of all available taxes are passed over as a single tax to QuickBooks.Vtiger CRM Invoices are not synced if handling charges are not enabled in QuickBooks.Invoices that are not related to any Contact record in Vtiger CRM are not synced to QuickBooks.Click Save settings to proceed with the account mapping.
Select Income Account and Expense Account details, which will be used while synchronizing products/services from Vtiger to QuickBooks.Next, you will be redirected to the Vtiger QuickBooks page. If you are logged in, an authorization popup will appear.If you are not logged into QuickBooks, you need to sign in using your QuickBooks credentials.Read the prerequisites carefully and click Connect with QuickBooks.Choose your QuickBooks edition from the drop-down.Select QuickBooks and click Configure.Go to the List View of Contacts / Products / Services / Invoices / Vendors module.This is a one-time process.įollow these steps to configure and set up QuickBooks: This will take you to the Extension Store.Ĭonfiguring QuickBooks will help establish a connection between Vtiger and QuickBooks.
Installationįollow these steps to install QuickBooks: Did you know that QuickBooks is an extension that you must install? It is not readily available in Vtiger, so you need to install it from Vtiger’s Extension Store and configure it.