What is the QuickBooks Online Integration?

While the QuickBooks Online Integration offers various benefits, it is essential to understand its limitations. Here are some key points to keep in mind:

One-way or Bi-directional Sync: The integration is not a bi-directional sync, meaning it pulls data from QuickBooks Online into Left Main CRM but does not push data back to QuickBooks Online.

ROI and Vendor Expense Tracking: The main purpose of the integration is to track ROI and vendor expenses through the Quarterly Marketing dashboard provided by Left Main CRM. It is an invaluable tool for monitoring the success of your marketing efforts and understanding the costs involved. It is not for managing invoicing or other accounting operations.

Invoicing, Taxes, or Reports for CPAs: It is important to note that the QuickBooks Online Integration was not built to handle tasks such as managing taxes or generating reports for Certified Public Accountants (CPAs). Its primary focus is to sync and analyze data related to marketing campaigns and vendor expenses.

Compatibility with QuickBooks Online Products: The integration is designed to work specifically with QuickBooks’ primary suite of online products. It does not work with the QuickBooks Solopreneur or Self-Employed plans.

Incompatibility with QuickBooks Desktop: Please note that the integration is not compatible with QuickBooks Desktop. It is built exclusively for QuickBooks Online and leverages its unique features and capabilities.