How to Connect QuickBooks Online to BIGContacts

Connect your QuickBooks Online account with BIGContacts CRM to enable the automatic transfer of transactional data from your QuickBooks account to your BIGContacts account.

Example

If you're managing customer invoices in QuickBooks Online, this integration allows you to view customer billing information directly within BIGContacts. As a result, you can easily track interactions, payments, and outstanding balances without switching between systems.

Connecting QuickBooks Online to BIGContacts offers several advantages:

Increased Efficiency: Automatically sync customer data between QuickBooks Online and BIGContacts, eliminating manual entry and reducing duplication.
Enhanced Data Accuracy: Keep your customer data up-to-date across both platforms, minimizing errors or inconsistencies.
Improved Workflow: Seamlessly access customer financial and contact information in one place, streamlining your workflow and saving time.

To Connect QuickBooks Online to BIGContacts

Step 1: In the left-hand side panel, select "Admin" from the main menu. Under the "Manage My Account" section, click on "Add-ons & API."

dashboard

Step 2: Click "Connect Quickbooks Account" to begin the integration process.

connect to quickbooks account

Note: If you don't have an existing QuickBooks account, you must create one before proceeding.

Step 3: Click “Connect” to allow the BIGContacts CRM to access to your QuickBooks data.

Your QuickBooks Online account is now successfully connected with BIGContacts. If you encounter any issues or have any questions, feel free to contact our support team.