What do I need to integrate Contractbook with QuickBooks?

• You need to have QuickBooks integration included in your Contractbook plan
•  QuickBooks Essentials plan
• A Contractbook template or a draft of the contract you want to be used for the automation - all data points you want your QuickBooks invoice to include must be available in the document as Data fields 
• Lastly, you need to be part of a Contractbook Team as a member or owner

How can I connect Contractbook and QuickBooks?

If you already have the QuickBooks integration as a part of your Contractbook subscription and you are already a part of a Team, you will be able to integrate with QuickBooks:

By following the steps below, you can connect directly to your QuickBooks account from your Contractbook account:

1. Click on Automations tab from the top menu 
2. Click on Integrations from the left-hand sidebar
3. Locate QuickBooks under the Accounting section
4. Click on the blue button Connect to initiate the integration
5. In the pop-up window from Contractbook - Integrations, use your QuickBooks login credentials to connect
6. Review the requested permissions and choose to Accept and install

In case you do not have QuickBooks integration included in your Contractbook plan yet, you can request that by following the steps below:

1. Click on the Automations tab from the top menu 
2. Click on Integrations from the left-hand sidebar
3. Locate QuickBooks under the Accounting section
4. Click on the blue button Request to request the integration
5. Fill in the short questionnaire and submit your request
6. Our team will get in touch with you to discuss the future possibilities of an upgrade

Generating and pre-filling a Quickbooks invoice with the use of contract data

• Let us take a look at how you can generate and pre-fill a QuickBooks invoice using your contract data.
• Click here for step-by-step guidance on this full automation.

With the new addition of QuickBooks to our Contractbook No Code Automation Builder, you have the opportunity to significantly decrease the number of repetitive tasks in your contract and accounting administration flow.

You are now ready to streamline your legal operations by automating contract and invoice creation and management.

Here is our article with step-by-step guidance on how to set up an automatic invoice creation and update.

If you still need additional information or assistance, reach out to us at any time via our Online Support Chat or by sending us an email.