Quickbooks

Create QUICKBOOKS

SETTING UP QUICKBOOKS

SETTING UP QUICKBOOKS

  • Select the QUICKBOOKS from list of service
  • Select the environment you need to login
  • Click "LOGIN WITH QUICKBOOKS" for connect with slack app
  • (The new Popup window will open)
  • Click on Allow to allow Mail Director to access your quickbooks account
  • Select the Company
  • Close the popup window
  • Click settings
  • Click Create New
  • Select "Quickbooks " App

Configuration setup

SERVICE NAME

  • Service Name is the name provided by you for your service
  • Enter the Service Name

Information

Show customer

  • Show the customer detail if the sender is a customer of quickbooks company

ACTIONS

Create Contact

  • create Contact will create a new customer in quickbooks company
  • Select the send create contact check box

Create Expense

  • Create Expense will create a new purchase in quickbooks company
  • Select the send create expense check box
  • Click save to save the configuration

INFO CARDS

Show customer

  • Show customer of will show the the customer details if the sender is exist in quickbase company
  • Select the "Show customer " check box
  • Click save to save the configuration
  • It will show while you open the mail

DO ACTIONS BY USING SERVICE

create contact on Quickbooks

Click on Maildirector add-on

Open the mail that need to save

Select the Service of Quickbooks

Clicking on Service create record will open the following fields

              • Sufix
              • Display Name
              • Family Name
              • Given Name
              • Middle Name
              • Title
              • Email
              • Company
              • Notes


click on create contact

create expence on quickbooks

Click on Maildirector add-on

Open the mail that need to save

Select the Service of Quickbooks

Clicking on Service create expense will open the following fields

              • Amount
              • Account type
              • Payment Method
              • Category


click on create contact