Are you using QuickBooks and Upflow? Please find below the most frequently asked questions:

  • I've created an entity in QuickBooks, will this reflect in Upflow? Yes, we'll automatically create a parent associated with its entities. You'll be able to set up collection workflows at the parent and/or entity level.
  • What are the synchronization issues that may arise? If you’re seeing this indicator in your customer list, it means that the customer in question is off balance.
    If there is an issue un-flagged please refer to this article.

  • How does the integration with Stripe payments work? Once you connect Upflow with your Stripe account, every time a payment is triggered from Upflow, we will have it pushed back to QuickBooks to pay the corresponding invoice (how to set up card payment within Upflow?).

If you have any other questions, please reach out to us at [email protected]!

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