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Jayshree insightfulnumbers
Level 1
posted
2 weeks ago
last updated ‎November 07, 2024 12:23 AM

Mindbody Sales recording to Quickbooks - Automation

I am using th eQuickbooks online version - Global version available in the UAE.

My client uses Mindbody.  We extra ct the daily sales report - daily and would like to record the sales from the report into Quickbooks.

How can we do this insteady of manual entry?

Currently we enter as sales receipts for each day.

How can we automate the creation of these with the daily sales report from Mindbody?

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1 Comment 1
MAnneJ
QuickBooks Team
QuickBooks Team
2 weeks ago

Mindbody Sales recording to Quickbooks - Automation

I appreciate your efforts in manually recording your daily sales, Jay. However, we currently don't have a direct integration from Mindbody to QuickBooks Online (QBO), Jayshree. Let me discuss this further.

 

I know how crucial it is for you to streamline your processes and minimize manual entries in QBO, especially when handling daily sales reports from Mindbody. Currently, our product does not include the feature to create these transactions automatically.

 

As an alternative, consider using third-party applications that connect Mindbody to QBO to transfer data.

 

Here's how: 

 

  1. In the left panel, navigate to Apps. 
  2. Select Find apps. 
  3. In the Search field, enter the keyword, or look for a specific connector app.

 

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You may also want to check out this article on personalising your sales forms: Customise invoices, estimates, and sales receipts in QBO.

 

I'll be in touch if you need further assistance managing your sales transactions in QBO. Have a good one.

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