---
title: "Quickbooks Online Integration Details"
canonical: "https://resourcecenter.kenect.com/space/Integratio/41976633/Quickbooks%20Online%20Integration%20Details"
format: markdown
---
> ℹ️ **IMPORTANT NOTE: **The Quickbooks ‘desktop’ version of Kenect does not function. **ONLY **Quickbooks Online.

- Easily keep track of your customers by syncing contacts from Quickbooks Online to Kenect
- Automatically request payments for Invoices through Kenect Text-to-Pay
- Automatically import all contacts from Quickbooks Online to Kenect
- Generate new leads directly from Kenect to Quickbooks Online
- Keep track of conversation history from Kenect to Quickbooks Online


## **Features**

- Contact Import – initial import runs after the integration is connected. It will sync back to the year 2000 if applicable
- Contact Sync – sync new and updated contacts every hour on the hour
- Automations - request payments for overdue invoices through Kenect text-to-pay, Review Invites can be sent after Invoice is paid.
- Lead Push – leads are only pushed through the Kenect Text Widget to Quickbooks Online
- Conversation Posting – push messages to Quickbooks Online under the Notes section

### **Contact Import and Sync**

Sync your contacts from Quickbooks Online to Kenect

For this integration, contact synchronization is every one hour. (*Contacts sync at the hour*)

| **Client Expectation: **authorize by granting access to Quickbooks Online; Located QBO Company ID; Create new invoice custom field ‘Kenect’ |
| --- |
| **Kenect Expectation: **add integrations & Quickbooks Online within location flags; |
| **Connection Type:** API |
| **Run Time: **Events – every 10 minutes; Contacts - hourly |
| **Setup Time: **5-15 minutes |
| **Review Invites: ***Yes, however there isn’t a good use case for it right now |
| **Native Texting: **N/A |
| **Lead Push: **Yes – widget only |
| **Conversation Posting: **Yes |
| **Additional Features: **Automated payment requests via text-to-pay |

### **Lead Push from Kenect into Quickbooks Online**

- Leads are pushed **ONLY** from KENECT Text Widget to Quickbooks Online
- Name, Mobile Number, and Message
- A new customer contact is created in Quickbooks Online

### **Conversation Posting**

Kenect will push text messages from Kenect conversations to Quickbooks Online under the Notes section in Quickbooks Online

- *This is found under an invoice for the customer, within the customer section you'll see the option 'Notes'*
- *Every message that is sent/received, will be concatenated to the existing note within that section*

> ℹ️ *Please note: due to QBO API limitations, the TOTAL note character limit is 4000. Anything after that limit, will not post over to QBO*

### **Automation**

There is an automated event ‘Overdue Invoice’ that utilizes the text-to-pay feature in Kenect. After an invoice balances reaches ‘0.’ A review invite is sent based off the balance change. This operation will run every 10 minutes, starting at the top of the hour.

### **Request Payment for Invoices Through Kenect Text-to-Pay**

Select “Kenect” as option on the invoice, the invoice will then be sent to the customer as a text to pay link. Included in this link are the invoice number and amount. The invoice itself is not sent as an attachment with the payment request message.

### **Payments Received Through Text-to-Pay Automatically Post Back to Quickbooks Online**

As customers complete the text-to-pay link, the transaction is posted back to Quickbooks Online, and the invoice is marked as complete

## **Important Information**

- Works with both Text-to-Pay as well as Full Service (Terminals)
- Customer MUST be signed up with Text-to-Pay or Sunbit

## **Invoicing Via Kenect Text-to-Pay**

### There are 3 ways of syncing invoices with Quickbooks Online

You can use:

- A Custom Field
- Mark "Kenect" on the invoice number
- Send all invoices via Kenect

![image-20240508-143926.png](media://34163b03-2fa0-4c4e-bdc8-ecdff61906d6)

  

To use the Custom Field, you will need to create a custom field in QB settings. For more information on this, please see the setup documentation 

![image-20240508-143939.png](media://753d10d4-b2dd-43b8-9449-5a28209e4252)

  

If you don’t have or don’t want to use Custom Fields, you can add “Kenect” to the invoice number

![image-20240508-143953.png](media://372efe69-d138-4a17-a1bb-a9c82d055354)

  

Alternatively, you can select all invoices to send via text automatically

![image-20240508-144004.png](media://b33e58a2-6e16-45c2-be2d-f132000d737e)

  

### Once “Save” is marked on the invoice, a link to pay will be sent out via Kenect to the customer

### The customer can then click the link in the text and pay the invoice

![image-20240508-144024.png](media://a7161b26-2f4d-49c9-8ed9-0883bc0a57a3)

### All invoices sent through Quickbooks Online will appear in Kenect's Payment section 

![image-20240508-144042.png](media://7bf45541-81c4-4bda-9241-66814d0e5950)

# **FAQs (Frequently Asked Questions)**

- **Does Kenect Support Quickbooks Desktop?**
  - No, we do not at this time.
- **In Quickbooks Online integration is a Text to Pay option. Does this mean that they need our Text To Pay service for that to work? Or is it a payment system within Quickbooks Online?**
  - That is Kenect Text 2 Pay. We use the Quickbooks Online invoices  to create text to pay requests, and then post they payments back into QB.
- **How do I ensure that I have Quickbooks Online connected as a Text to Pay option?**
  - Previous to internal set up inside the account, make sure under the location features that the client has provided their Quickbooks Online account information: *(See Below Image)*

![image-20240508-144308.png](media://bc4bc558-4fd5-4574-8cb2-422940485ba2)

  

- **Are there any feature flags that need to be turned on so I can make the connection?**
  - Yes, make sure you have added the "QUICKBOOKS_CONNECTOR" under the location features.
- **Is it necessary to have a Quickbooks Online payment method to configure the integration?**
  - No, its not. We need an account to send the payments to and this is configured in Kenect at the location level.

![image-20240508-144357.png](media://686906bc-72c0-48c9-bc15-5cd4a5cb0829)

![image-20240508-144411.png](media://d7117fac-791f-4ffe-9c11-9b67ab134f87)

- **I'm having trouble making the connection to Quickbooks Online? Any tips?**
  - Make sure that the client making the connection doesn't close the Web connector Pop-up, if it needs to be moved, have them select 'hide'.
  - If you have any errors at the moment of connection, please refresh the connection first.
    - Use these instructions:
      - Open QuickBooks Web Connector.
      - Confirm you have your correct password entered.
      - Click on the box next to "Kenect Integration" **If this box is not marked**, then Kenect will not send the leads to QuickBooks or sync your contacts.
      - Once you have a checkmark selected, click on the top left side where it says, "Update Selected" and the information should sync and show on your QuickBooks Online in about 5 minutes or less.
      - Please remember **DO NOT CLOSE OR EXIT THE WEB CONNECTOR, **the option that you should use is "Hide"