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d_linklater-yaho
Level 1
posted
‎September 17, 2024 01:21 AM
last updated ‎September 17, 2024 1:21 AM

We are trying to connect Goyzer CRM to QuickBooks, for the invoicing - How can we do this?

 
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1 Comment 1
Nicole_N
QuickBooks Team
QuickBooks Team
‎September 17, 2024 03:22 AM

We are trying to connect Goyzer CRM to QuickBooks, for the invoicing - How can we do this?

We can connect Goyzer CRM to QuickBooks Online (QBO) using integration tools, d_linklater.

 

Connecting the two platforms requires a connector since they don't have a direct integration path. You can visit our QuickBooks Apps page to check for a third-party application that can help you with your task or go to the Apps menu in your QuickBooks account.

 

Here's how:

 

  1. Go to the Apps menu.
  2. Select Find apps.
  3. Enter a keyword in the search bar.


     
  4. Look for the App and click on it.
  5. Once decided, click Get app now.
     

Moreover, you may visit this article about managing invoices: Create invoices in QuickBooks Online.

 

Please come back again if you have further concerns about connecting Goyzer CRM to QuickBooks. I'm always here to assist. 

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