Sync Contacts with Quickbooks… for Free!

QuickBooks OnlineIt’s super easy to sync your clients between QuickBooks Online and Full Slate so you never again have to  manually enter contact info twice.  Bonus – now you can connect to QuickBooks Online for free (a little perk of being an Intuit company)!

If you were previously being charged a connection fee, we already removed this line item from your bill; you’ll no longer have to pay $5/mo to sync. But you may need to reconnect if you connected to QuickBooks before June 30, 2014.  We recently upgraded to the latest, greatest application programming interface (API), as the previous version is no longer supported.  All the old connections were removed, so we won’t be able to sync again until you re-authorize Full Slate to access your QuickBooks data – which is easy to do!

Whether you’re an old-timer or a new-comer, you can establish a connection by going to the new “QuickBooks Sync” tab under Setup.

Connect to QuickBooks

  1. Go to Setup > QuickBooks Sync and click the “Connect to QuickBooks” button.
  2. Enter your QuickBooks account credentials.
  3. Select the company you want to connect to and click Continue.
  4. Authorize Intuit to share your data with Full Slate.

Just the beginning of great things to come with QuickBooks Online…

Posted in Announcements Tagged with: , , ,
4 comments on “Sync Contacts with Quickbooks… for Free!
  1. Kim says:

    Thank you Patrick. I want to know if you’ve partnered with Apple to make this an option for Mac users. I look forward to hearing of any progress. Thanks, Kim

    • Patrick says:

      Hi Kim – You can sync your client contacts between Full Slate and QuickBooks Online on any computer, including a Mac. We don’t support, however, syncing between Full Slate and the desktop version of Quickbooks for Mac. If you have any further questions, please let us know.

  2. Kevin says:

    How about using Intuit Merchant account ? Coming Soon…?

    • Patrick says:

      Hi Kevin – Full Slate is not currently integrated with Intuit Payments (kinda silly, huh?), but we’re planning to add this. We don’t yet have an estimated timeframe, but it’s on the short list. Please keep an eye on the blog for future updates. Thanks!

Leave a Reply

Your email address will not be published. Required fields are marked *

*

account security acupuncture scheduling advance booking alerts analysis android appointment booking appointment details appointment schedule Appointment Scheduler appointment scheduling software appointment status Authorize.net automated appointment reminders automated messages best appointment scheduling software best software for appointments best software for salons billing block clients booking ahead Booking assistance booking details booking for salons booking for spas Booking online book more clients cancel appointment cancellation policy carbon copy checked in checkout classes client appreciation client detail client list client payments client records client registration client reviews color coding communicate with your clients Company updates complete confirm appointment counselling scheduling creating strong passwords credit card collection credit card deposits credit card payments credit cards currency conversion customer appreciation custom fields decrease no-shows deposits direct appointments double booking duplicate clients email email advice email marketing email marketing for salons email marketing tips email reminders expiration expiration date Facebook find openings Flexible appointment booking free booking full slate Full Slate partnerships full slate security full slate support full slate update Full Slate updates gift certificates google Google Reserve hair stylist help Help Center hipaa HIPPA holiday emails holiday gift holiday marketing for salons holiday marketing tips how to create a strong password how to promote your salon how to send salon emails how to send spa emails inactive international features international texts internet security intuit app center iphone keyboard shortcut map marketing for salons Marketing for small business marketing for spas mental health scheduling merge clients merge duplicate clients metrics mobile more menu multiple locations new clients new event new full slate passwords no-shows Online appointments Online booking online booking stats online payments online scheduler online scheduling online security packages password security password strength past appointments Payflow payments PayPal permission levels personalization placeholders prebook protecting your security providers qbo quickbooks Quickbooks Online quickbooks sync ratings redemption code reduce no-shows reminders reports reschedule Reserve with Google reviews roles sales salon scheduling salon success schedule tab Scheduling online sending better emails service descriptions services shared office passwords SMS sms alerts social media for small business social media help social media myths social media tips spa best practices spa success split appointments staff staff access stripe sync tablets Tattoo Artist templates testimonials text messages thanksgiving thank you gifts thank you ideas the best time to send emails therapist scheduling time zone tips upcoming appointments using credit cards with Full Slate vouchers web tab weekend emails vs. weekday emails zoom