QuickBooks Online integration with Birdeye allows businesses to:
Automate customer engagement by sending reviews, surveys, referrals, and custom requests to enhance customer feedback.
Streamline message management to ensure efficient communication with clients.
Simplify payment processing by securely handling transactions through QuickBooks.
Supported Integration Triggers for QuickBooks Online Integration:
New lead created - Automatically add contact details of new leads from Birdeye to QuickBooks Online.
QuickBooks Online sales receipt trigger - Fetch sales receipt data from QuickBooks based on the date specified.
New customer added - Automatically add new and existing customer contact details from Quickbooks Online to Birdeye.
An invoice is paid in QuickBooks - Automatically update customer records when payment is received.
Navigating to QuickBooks Online CRM
Log in to the Birdeye dashboard and go to Settings > Integrations > All Apps. Select QuickBooks Online CRM to connect. The screen provides integration benefits, pricing, and details on compatibility. When you click the 'View Setup Guide' tab, it will redirect you to this article for detailed step-by-step instructions.
How To Connect
Prerequisite
Only users with the 'Admin' role in QuickBooks Online can authorize the connection.
Step 1- Authorize
Click Connect Now > Authorize > Enter email and Sign In > Enter a password and Continue. Verify your identity, enter the code, and Continue. Select country > Next. Enter company name > Connect > Confirm Connect.
A toast message confirms authorization. Click Next to proceed.
Handy Tip:
If you want to integrate more than one QuickBooks account with Birdeye, click 'Add more account' and follow the same steps to authorize it. Small business (SMB)customers who have purchased only one Birdeye location cannot integrate more than one account.
Step 2 - Map Locations
After authorizing the CRM, you can now map locations.
Important:
Enterprise customers with one or more locations must map their QuickBooks location identifier.
SMB customers with a single location can skip this step.
If you’ve integrated multiple QBO accounts, start by mapping each account to its corresponding Birdeye location, then apply the necessary QBO filters or location identifiers. Contacts will sync from QBO to the respective Birdeye locations based on the selected filters and accounts. If only one QBO account is integrated, the Account Name column will not appear.
To map an account or location, use the drop-down under the Account Name column next to the desired Birdeye location and select the integrated account.
QuickBooks provides various filters/location identifiers—Address, Class, and Department. Click the Edit button to select the appropriate filter and enter values for the corresponding location identifier.
Once mapped, click Next to continue.
Handy Tip:
If a location identifier is missing for businesses with multiple Birdeye locations, refer to this article.
Step 3 - Select Triggers
Check the box to select your preferred triggers, as shown in the image below. After making your selection, click 'Done.' Once triggers are saved, details will start syncing between QBO and Birdeye.
A toast message will appear on the screen saying, 'QuickBooks Online completed successfully.' You can now build automated campaigns for reviews, surveys, and referrals or any other custom campaigns by clicking the 'Go to Campaigns' option or skipping it.
For further queries, please contact the Birdeye technical support team @ 1-800-561-3357 Ext. 3 or email them at - support@birdeye.com.