Pinterest

How to Connect Insightly and QuickBooks Online (Integration)

The combination of Insightly and QuickBooks enables you to improve customer relations by automating customer relationship processes. Also, integrating Insightly […]


Free Trial Dancing Numbers Online
Voiced by Amazon Polly

The combination of Insightly and QuickBooks enables you to improve customer relations by automating customer relationship processes. Also, integrating Insightly with QuickBooks is efficient, quick, and dependable. Using expertise in process automation, you may reduce the expenses of developing digital projects by 60% to 300% using this integration method. The industry-leading cloud-based applications Insightly Customer Relationship Management (CRM) and project management were created for businesses of all sizes. More than 1.5 million users use Insightly to manage customer contacts, leads, sales prospects, and projects so that their businesses may grow in more than 200 countries worldwide. Even millions of businesses are already using QuickBooks to manage their accounting, accept payments, invoices paid, and much more. By reading this blog, you will know all the important information related to the Insightly QuickBooks Integration.

Save Time, Reduce Errors, and Improve Accuracy

Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Online. Utilize import, export, and delete services of Dancing Numbers software.

What You can do by using QuickBooks Online with Insightly?

Below you can see the following that you can do with Instightly’s integration.

  • In Insightly view information from the accounting program
  • Between the two systems copy and link data
  • From Insightly create new QuickBooks Customers

Between the two systems, the integration does not provide sync.

How to Connect Insightly to QuickBooks Online?

Insightly can be connected to the accounting software QuickBooks Online by an administrator using their Intuit login.

This will enable you to show selected Insightly users the status of individual invoices, payments, or estimates as well as customer summaries. Once everything is set up, you may use Insightly with QuickBooks Online.

  • Only one QuickBooks account may be connected using the Insightly connector. If more accounts need to be integrated, Insightly AppConnect can be used.

Organizations and Contacts

  • In Insightly, open contact or organization, then click the QuickBooks icon. This will start an automatic search in your QuickBooks Online records for a matching organization (by name) or contact (by name or email address).
  • Enter a name in the search field and hit Search if Insightly is unable to locate a match in QuickBooks.
  • Click Add Link when a match is found.
  • Financial summary and contact information from QuickBooks will be shown in Insightly’s overview. You can from the sub tab’s Actions menu.
    • To remove the accounting data from this Insightly record, unlink the current record.
    • Transfer fundamental data (addresses, phone/fax numbers, email addresses, and website addresses) between systems.
    • Open a new tab to view the connected QuickBooks item.
  • Insightly will display estimates, invoices, and payments below are the overview. Choose an option from the Show list to filter the things that are displayed.
  • Click the View button to sign in to QuickBooks Online and access the record if you have an Intuit login and want to view or change a transaction’s information.

Opportunities and Projects

Invoices, payments, and estimates that you have either directly or indirectly related to an opportunity or project will be displayed. Items from QuickBooks Online that you have looked for and chosen are known as direct links, while indirect links Insightly Links are things that the current record is linked to, including contacts and organizations.

Linking QuickBooks Records Directly

You can link specific QuickBooks records using the invoice date, payment date, estimate date, or document number because opportunities and projects lack contact information.

  • You have to select the Invoice Actions, Payment Actions or Estimate Actions menu and then you can choose the Find option.
  • To get a list of matched items from QuickBooks, enter a document number and/or a date range and click the Find… link.
  • Then to attach the QuickBooks item to the current record, click the Link button. To view the document in QuickBooks Online, click the View button.
  • The direct link item will now appear with a Un-Link button to the right of it.

Insightly Links

Insightly will verify the organizations and contacts linked to the current record and show all QuickBooks items connected to those records when you pick the QuickBooks symbol in opportunities or projects. The Insightly Link label will be displayed next to these.

How to Activate the QuickBooks Online Integration?

To install the QuickBooks Online integration you must be an Insightly administrator.

  • You have to go to the System Settings that is in the Integrations.
  • Then you have to click the Install button for QuickBooks.
Install button for QuickBooks
  • Now you have to click on Connect to QuickBooks.
Connect to QuickBooks
  • After that, you will be directed to the login page for QuickBooks Online. Then you have to enter your Intuit login credentials and then click on the button of Sign In.
  • Allow Insightly to display your QuickBooks Online data whenever you request it you have to click the Authorize button.
  • Return to Insightly and choose the Insightly users who will be permitted to view the financial information from QuickBooks Online in Insightly on the QuickBooks Online integration page. You have two options: Selected individuals people or everyone. To select multiple people, hold down the CTRL key on a PC or the CMD key on a Mac.
  • To save the changes you have to click the Save Permissions button.
Save Permissions

From the QuickBooks tab in your Insightly records, your selected Insightly users can now link to and access information from QuickBooks Online.

The QuickBooks tab will not transfer or show Sales Receipts.

Know How to Disconnect Insightly from QuickBooks Online

If after some time you want to disconnect Insightly from your QuickBooks account then you can remove the permissions that you have granted.

Access can be revoked by logging into QuickBooks Online and selecting Manage My Apps from the Intuit App Center. To remove the connection, click Disconnect next to the name of the app.

What are the Key Benefits of Insightly QuickBooks Integration?

By building stronger customer relations over time, accelerating sales, and exceeding expectations at every turn, you may grow your business more quickly than ever before.

With the help of this blog, you can easily know how to do Insightly QuickBooks Integration. All the important information related to this have mentioned in this blog. In case you find any kind of issue related to this then you can connect with Dancing Numbers expert via LIVE CHAT.

Accounting Professionals, CPA, Enterprises, Owners
Accounting Professionals

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
+1-800-596-0806 or chat with experts.


Frequently Asked Questions (Faqs)

Does Insightly Integrate with QuickBooks?

When you integrate Insightly CRM with QuickBooks Online then you can discover a measurable increase in convenience, productivity and efficiency.

How to use QuickBooks as a CRM?

Since QuickBooks keeps customers contacts and purchase histories, small businesses frequently use it as their initial CRM. Being able to access customer contact information from your accounting software may be sufficient while your business is just getting off the ground.

How does it Work with QuickBooks?

Your team’s CRM now has QuickBooks Online connection, allowing them to view financial information.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

img

Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

img

Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

img

Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

img

Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Dancing Numbers: Case Study

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

Close X
Call Now+1-800-596-0806
Dancing Number

We value your privacy and are strongly against any kind of phishing, spam, and malware. We collect your information for our legitimate business purpose only. This information is safe with our in-built security.

X



    Top