Spinning Your Wheels

• View information from the accounting program in Insightly
• Copy and link data between the two systems
• Create new QuickBooks Customers from Insightly

The integration does not provide a sync between the two systems.

Insightly administrators with an Intuit login can set up the integration by following the directions at Connecting Insightly to QuickBooks Online. Once the integration is installed, the QuickBooks icon and subtab will appear on each of your main records.

QuickBooks can be linked to organizations, contacts, opportunities, and projects.

Organizations and contacts

1. Select a contact or organization in Insightly and click the QuickBooks icon.
2. The system will automatically search through your QuickBooks Online records for a matching organization name for organizations, and contact name or email address for contacts.
3. If Insightly doesn’t find a match in QuickBooks, type a name in the search box and click Search.
   If a matching customer is not found in QuickBooks, you can create one without leaving the Insightly page by clicking New Customer. This function doesn’t add Vendors, only Customers.

1. When a match is found, click the Add Link button to link the record and show the available information in Insightly.
2. Insightly will display an overview from QuickBooks, including contact information and a financial summary. From the Actions menu in the subtab you can:
   • Unlink the current record to remove the accounting information from this Insightly record.
   • Copy basic information (addresses, phone/fax numbers, email addresses, and website addresses) from one system to the other.
   • View the linked QuickBooks item in a new tab.
3. Below the overview, Insightly will list estimates, invoices, and payments. Select an option from the Show list to filter the displayed items.
4. When a match is found, click the Add Link button to link the record and show the available information in Insightly.