Please Note: This feature is only available in AppColl Plus. Click here for pricing and details on the plus features.
Sending Client Contacts
Sending Client Contacts
- Go to the Manage Invoices page.
- Click the QuickBooks button. Note that you do not have to have any invoices selected to use this feature.
- Click on the Send client contact information to QuickBooks button. If you haven't connected AppColl to QuickBooks, you'll be redirected there to do so. Once you return, you'll see a progress bar of all AppColl contact records, with a "client" role, being sent over to QuickBooks as Customer entries.
There are a few things to keep in mind when sending client contacts to your QuickBooks account:
AppColl sends over the following fields:
* Display Name --either the AppColl Company field or Name field if the Company field is empty
* First name
* Last name
* Company name --same as Display Name above
* Primary Email address
* Primary Phone number --the Client phone number
* Mobile number --the Client mobile number
* Billing Address --the AppColl Client City, Country, Postal Code, Address Street and Address Street 2
* URL