Does FetanOps write anything to QuickBooks?
No. The sync only reads customers and invoices.
FETANOPS INTEGRATION
QuickBooks integration for marketing agencies
Connect QuickBooks and FetanOps brings your client invoices into the same view as the hours and campaigns behind them.
The problem it solves
QuickBooks knows what each client was billed and what is still unpaid. It does not know what the client cost you to deliver. So revenue by client is easy to read, and profit by client is a guess.
How QuickBooks connects
You connect with OAuth. FetanOps asks for the QuickBooks accounting permission, and the sync reads customers and invoices.
FetanOps refreshes this data automatically on a schedule set by your plan. Higher plans refresh more often.
What FetanOps reads from QuickBooks
- Your company’s home currency
- Customers, used to match invoices to your FetanOps clients
- Invoices: total, currency, dates, customer, document number, remaining balance and status
Where it shows up in FetanOps
- Financials
- Client profit
What to know before you connect
- FetanOps imports invoices. Separate payment records are not imported.
- Invoices that do not match a FetanOps client stay unmatched rather than being guessed.
- An invoice without a currency is not imported.
Questions
How are invoices matched to clients?
Through the QuickBooks customer record, matched to your FetanOps clients. Anything that does not match stays unmatched.
How current is the data?
FetanOps refreshes this data automatically on a schedule set by your plan. Higher plans refresh more often.
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