I am unable to view data from QuickBooks despite installing the app. To use the Billable Hours feature, you must have a QuickBooks Online “Plus” account. You must have a Freshdesk account and a QuickBooks Online account to use this app. What are the requirements to use this app? This will be useful if agents wish to bill a different entity for support rather than the requester.Īgents can use the QuickBooks widget to view the five most recent invoices from the ticket requester. But agents can choose to associate it with a different customer in QuickBooks if they wish to do so. The app automatically matches the Customer Name in QuickBooks with the Requester's Company in Freshdesk, and populates the 'Customer' field when linking time charges. If agents do not have a QuickBooks ID, they can link it to a different QuickBooks employee if necessary. The Time Charges will be linked to that QuickBooks employee whose email matches the email of the Freshdesk agent, by default. Once the app has been installed, agents will be able to access customer details from QuickBooks in the Requester Info section of the Ticket Details page.Īgents can use the app to associate the time-sheets, of the tickets they’ve resolved, to billable “Time Charges” on QuickBooks. Click on the “Authorize” button and secure data transfer between the two will be enabled. QuickBooks will then ask you to authorize QuickBooks to share data with Freshdesk. Sign in to your Intuit QuickBooks Online account with your username and password. Time-sheet entries can then be added as billable “Time Charge” sales transactions against the appropriate customer in QuickBooks. Track time spent on a ticket and log these time-sheet entries to QuickBooks. Access customer details from QuickBooks - such as the Bill-To name, Address, Email id, and Phone numbers - in the Requester Info section of the ticket details page or on the contacts details page in Freshdesk.Integrating Freshdesk and QuickBooks will allow you to: Any reference to QuickBooks in this solution article is a reference to the QuickBooks Online version and not the on-premise version. This app works only with QuickBooks Online. Self-Employed, Simple Start, Essentials, Plus

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Quickbooks pro support