Overview
Connect ClarityNOW and QuickBooks to reduce double entries of data. The integration syncs expenses and revenue between both platforms.
Steps
- Log in to your ClarityNOW portal
- Click Portal Dashboard
- Click the gear icon in the top right corner and navigate to Integrations
- Find QuickBooks and click Launch
- You will be asked to log in to your QuickBooks account
- Sign in to your QuickBooks account
- Return to the ClarityNOW tab and click Authorize
- You will see "Integration Successful!"
What Syncs
From QuickBooks to ClarityNOW
- Bill Payments — Synced as expenses
- Purchases — Synced as expenses with account details
- Invoices — Synced as revenue
From ClarityNOW to QuickBooks
- Closed transaction revenue
- Business expenses logged in ClarityNOW
Important
QuickBooks will only pull data to ClarityNOW starting from the date of integration. Historical data prior to the integration date will not be synced.