Knowledge Base

Installation for QuickBooks Integration

Module Installation : #

  • Click on User Profile icon → Settings → Modules → Install Module from Zip
  • Upload the,, file and click Import and then select ‘ Import Now’ to start importing.
  • Extract in root directory.

Integrate QuickBooks in Joforce CRM

To integrate your QuickBooks account in Joforce CRM,

  • Go to QBTiger → Settings → click on Connect to QuickBooks.

Email Setup:

Email notification lets you to monitor the data transfer between Joforce CRM and QuickBooks with ease. You can receive mails periodically with the details of previously executed sync process. The mails can be triggered at the instant of sync, everyday, weekly once and monthly once.