- Welcome to the Knowledge Base
- Introduction
- Training
- Getting Started
- Preferences
- Activities
- Cases
- Forecasts & Quotas
- Importing Data
- Leads
-
Marketing
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
- Products
- Mailshots
- Upload Library
- Templates
- Event Management
- Compliance Records
-
Spotler Integration
- What is Spotler?
- Navigating your Spotler homepage
- GatorMail
-
GatorLeads / Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- GatorSurvey
- GatorWorkflow
- GatorPopup
- Opportunities
-
Integrations
- Mapping
- Electronic Signing Tools
- Creditsafe Integration
-
Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
-
Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- QuickBooks Online
- Survey Monkey responses to Tasks
- Multistep Zaps
-
Email Integrations
- Email Dropbox
- Workbooks Exchange Server Sync
- Workbooks Outlook Connector
- RevenueGrid Intelligence and Engage
-
Event & Webinar Integration Tools
- GoToWebinar
- ON24
- Microsoft Office
-
Outreach
- Installation
- Outreach Authentication
- Sync People to Outreach Prospects
- Sync Organisations to Outreach Accounts
- Sync Workbooks Opportunities to Outreach
- Sync Tasks/Activities from Workbooks to Outreach
- Sync Outreach Sequences to Workbooks
- Sync Outreach Sequence States to Workbooks
- Sync Outreach Sequence Step Numbers to Workbooks
- Sync Prospects/Accounts/Opportunities from Outreach to Workbooks
- Sync Outreach Tasks/Calls/Meetings to Workbooks
- Scribe/Workbooks Connector
- RingCentral
- Auditing
- Comments
- People & Organisations
- Projects
-
Reporting
- Introduction to Reporting
- Using Reports
- Charts
- Exporting Reports
- Advanced Reporting
- Report Snapshots
- Dashboards
-
Transaction Documents
-
Introduction to Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
- Quotations
- Supplier Orders
- Contract Management
- Sagelink
-
Introduction to Transaction Documents
- Auditing
-
Configuration
- Introduction to System Administration
- Users & Security
- Preferences
- Database
- Accounting
- Email & Integration
-
Customisation
- Creating & Modifying Picklists
- Theme
-
Record Types
- Creating Custom Fields
- Report-based Custom Fields
- Linked Fields & Reference Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
- Custom Records
- Automation
- PDF Configuration
- Contact Support
- Releases & Roadmap
Initial Setup
We’ve provided a Plugin to help you get up and running as quickly as possible with an integration to QuickBooks Online which creates the necessary fields and processes.
To install the Plugin, click Start > Configuration > Automation > Plugins. Choose “Add Plugin”, then select Script Library and “QuickBooks Online via Zapier”. Click “Install” to begin the installation Wizard.
Before continuing with the Plugin installation for this integration, confirm that you have a System Administration login for QuickBooks Online. Once you have these credentials to hand, click Continue on Step 1 of the Plugin.
When finished the below screen will be displayed with a list of available Zap Templates that can be used to start your integration setup within the Zapier UI. Workbooks has created the following Zap templates to speed up your deployment:
We have provided Zap Templates to support B2C (People) & B2B (Organisations) Businesses. Choose which template best suits your business needs and deploy as appropriate.
Automatic Configuration
The installation will take a few seconds to complete. The following configuration is created as part of the Plugin installation and is required by the integration:
Web Processes as follows:
- QuickBooks Listener: This process listens for QuickBooks Payments passed to Workbooks via Zapier. When a payment is received, the relevant Workbooks Invoice “Amount Paid” field is updated with the value of the QuickBooks Payment. The Payment also appears as a Workbooks Task, available under the “Activities” tab of the Invoice. Please note, when configuring this Plugin please remember to use API when setting up Zaps as per the screenshot below:
- QuickBooks Authentication: This process manages the authentication flow with QuickBooks Online when using the “Sales Tax Code Lookup” feature described below
Custom Fields as follows on all Transaction Document Line Items types:
- QuickBooks Sales Tax Id (Picklist)
- QuickBooks Nominal Code (Text)
Custom Fields as follows on Product records:
- QuickBooks Sales Tax Lookup (iFrame)
- QuickBooks Sales Tax Id (Picklist)
- QuickBooks Nominal Code (Text)
Picklist Values as follows:
- A value of QuickBooks Payment added to the Activity Types picklist
Manual Configuration
On the Product Record, the Plugin creates a field called “QuickBooks Sales Tax Lookup” which is an iFrame Custom Field. When clicked it provides the user with a list of QuickBooks Sales Tax Codes that can be set on each Product record in Workbooks.
If set, that Sales Tax Code will pull through to any Transaction Document Line Item where that Product is used. Navigate to Configuration > Customisation > Products > Fields tab to find the field. The Custom Field is created with the following two settings set to FALSE.
- Show by Default: This will show the field on all Product Form Layouts. If you have more than one Product Form Layout, you may wish to amend these accordingly to only show the field to System Administrators.
- Modifies the record: This prompts the user to reload the Product after they have updated it using this iFrame.
Set each one to TRUE then click “Save & Close”