In this article
Before you Start
You must have active accounts with both CompanyCam and QuickBooks Online.
Integrations require specific plan levels. Ensure that you’re on a paid plan in CompanyCam and the correct plan in QuickBooks Online to utilize this integration.
You must have administrative privileges in both CompanyCam and the correct permissions in QuickBooks Online. If you or another user needs their permissions updated in CompanyCam here is how.
NOTE: This integration is only available for QuickBooks Online. The desktop version of QuickBooks will not work with this integration.
What is QuickBooks Online?
Quickbooks Online is a cloud-based financial management software. It's designed to slash the time you spend managing your business finances, by helping you with tasks such as: Creating estimates and invoices. Tracking sales and cash flow.
How it works
When a new Customer or Invoice is created in Quickbooks online, a matching CompanyCam Project is automatically created and a "Quickbooks Customer" Label will be added to the CompanyCam Project.
Invoices added in QuickBooks online for this Customer will be available in the Documents section of CompanyCam. You will be able to toggle a permission setting in the setup to allow these invoices to only be viewed by Users in CompanyCam with Admin or Manager permissions (See setup.)
From there you can check out our Signatures feature to fill these invoices out directly in CompanyCam. Projects with Invoices will have an additional label “Invoice Attached."
A copy of the link to the CompanyCam Project will be available in the Notes section for that customer in Quickbooks online.
You can follow the step-by-step guide below to see the integration in action!
Create Customer/ Invoice in Quickbooks Online. Go to New in the top left corner and select Invoice or Add Customer. The name, address, email, and phone number will sync to the created CompanyCam Project.
Fill out the necessary info in your Customer or Invoice and hit Save to generate a matching CompanyCam Project. For an Invoice, you can also hit Save and send if you want the customer to get the invoice in an email.
Once that is saved you should see a matching CompanyCam Project. Any Invoices added for this customer will be available in the Documents section and a Label titled "Invoice Attached" NOTE: If there is no dollar amount added to the invoice, the invoice won't sync to CompanyCam.
In the Quickbooks Project, there will be a copy of a CompanyCam Project link available to put in your browser and you will have quick access to your integrated Project using that. You can highlight the copy,"Right click" the deep link, and select “Go To” and it will take you directly to the Project.
Please see the steps below to integrate:
Go to the Integrations Tab on the left-hand side of your CompanyCam web version.
Find the QuickBooks Online card and select it.
Hit Connect in the top right corner.
Now the integration is almost complete just follow the steps to link your two accounts by selecting Continue.
Continue signing in with your account and following any additional prompts.
Once you finish logging in with QuickBooks Online that's it! You are now connected.
You can choose whether you would like to Hide Invoices synced over to CompanyCam as Documents from Restricted and Standard Users with the settings toggle. When enabled those Invoice Documents will only be accessible to Managers and Admins. Example below
Want to make workflows even easier? Now that you've got your CRM up and running, check out other integration opportunities!