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How to connect Upflow to QuickBooks?
How to connect Upflow to QuickBooks?

A quick guide to help you set up your QuickBooks integration

Jean-Malo avatar
Written by Jean-Malo
Updated over a week ago

Why connect Upflow to QuickBooks?

By connecting Upflow to QuickBooks, your invoice, customer and payment data which are used to power your collection workflows will always be up to date. 

How does it work?

The synchronisation is always one way: from QuickBooks to Upflow. What that means is that if you need to update an invoice or customer, you should be doing this using QuickBooks.

However, you are free to create and edit contacts, collection workflows, notes and other information that are related to your collection process directly from within Upflow.

Getting started

Getting started couldn't be easier, all you have to do is to create an account by clicking the link below. After this, just click on the connect to QuickBooks button, enter your credentials and that's it, you'll be up and running within 5 minutes.

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