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omviryash
Level 2

Quickbooks to Whatsapp Via Api

It is possible to send QuickBooks Invoice and Other things Directly to WhatsApp.

Without opening web.whatsapp.com.

Via Official Api.

Solved
Best answer June 04, 2021

Best Answers
omviryash
Level 2

Quickbooks to Whatsapp Via Api

If you tell me, i can develop a program, which uses Quickbooks official API and WhatsApp Official api.

Then it sends invoice without opening web.whatsapp.com

View solution in original post

7 Comments
svaishnavi
Moderator

Quickbooks to Whatsapp Via Api

Hello,

Welcome to QuickBooks Community.

 

Here's everything you need to know about sending invoices via WhatsApp in QuickBooks

 

I hope this helps. 

omviryash
Level 2

Quickbooks to Whatsapp Via Api

Yes, this is 1 way of doing using WhatsApp.

But,

1) other than invoice, there are many other things also.

2) here, you are Sharing to WhatsApp, means you need to open WhatsApp.

=> I have written this message to send WhatsApp - Without opening WhatsApp - Via Official WhatsApp API.

dlcllc
Level 1

Quickbooks to Whatsapp Via Api

Why is the Save and Share (Whatsapp) not an option in my dropdown menu in quickbooks after I create an invoice?

Catherine_B
QuickBooks Team

Quickbooks to Whatsapp Via Api

It's possible that a browser-related issue caused the options not to show, dlcllc.

 

We can perform a few troubleshooting steps that will help us get rid of any unexpected display issues. Log in to QuickBooks through a private browser. This is to isolate the issue since there are times the browser is full of frequently accessed pages.

 

Here's how:

  • Press Ctrl Shift (Google Chrome)
  • Ctrl Shift (Mozilla Firefox)
  • Control Option (Safari)

Once signed in, create and Save and Share (Whatapp) the invoice. If you're able to do so, return to your regular browser and clear its cache and cookies to refresh the system. However, if the issue persists, try using other browsers like Internet Explorer, Google Chrome, or Mozilla Firefox. 

 

You can check out this article that will help you send invoices with WhatsApp.

 

Let me know if you need anything else. You take care always and have a great day!

saiambulance1
Level 1

Quickbooks to Whatsapp Via Api


@omviryash wrote:

It is possible to send QuickBooks Invoice and Other things Directly to WhatsApp.

Without opening web.whatsapp.com.

Via Official Api.


 

Catherine_B
QuickBooks Team

Quickbooks to Whatsapp Via Api

Hello there, saiambulance1.

 

Every time you send an invoice through WhatsApp, you'll have to go to the WhatsApp Web. Let me show you how to send invoices with WhatsApp. 

 

  1. Log in to QuickBooks and create or open an existing invoice. 
  2. Select the small arrow icon next to Save and send.
  3. Select Save and Share (WhatsApp).
  4. Enter your customer’s email if there wasn’t one on the invoice already and enter the message you’d like your customer to see in WhatsApp.
  5. Select Share and Close. A new tab will open for WhatsApp Web. If you need to sign in, you’ll see on-screen instructions for how to use your mobile device to help you sign in.
  6. Click a contact to send the invoice. If you entered a matching phone number for your customer in QuickBooks, their contact is pre-selected.
  7. Tap the send icon to send your message. It includes a link to the invoice you created.

When a customer uses the link, it will take them to a webpage where they can view the invoice. 

 

You can use these links that will help you manage your invoices: 

 

Keep me posted if you have other questions. Take care!

omviryash
Level 2

Quickbooks to Whatsapp Via Api

If you tell me, i can develop a program, which uses Quickbooks official API and WhatsApp Official api.

Then it sends invoice without opening web.whatsapp.com

View solution in original post