Table of Contents
Welcome to OA Mobile SupportContactsProspectsLeadsCalendarNotesMy AccountAdmin ConsoleUser ConsoleTerms & ConditionsAdditional InformationExporting Data From Third Party ServicesManage Your Billing Settings from OA MobileAdd UserLogin EmailConfiguring the 'Mailto' Protocol for Gmail in ChromeConfiguring the 'Mailto" command in Windows 10Installing OA Mobile as a Progressive Web App (PWA)QuickBooks Integration
QuickBooks Integration
OA Mobile can store the GUID (Globally Unique Identifier) for a QuickBooks contact.
Once the QuickBooks GUID has been stored in OA Mobile, you can open the corresponding contact in QuickBooks by
selecting the
|QuickBooks| button within the OA Mobile contact.
To set up and use this feature, follow the directions below.
How to Link a QuickBooks Contact to OA Mobile
- Open your browser, sign in to QuickBooks, then select |Customer| or |Vendor|.
- Search for the QuickBooks contact that you want to link to OA Mobile.
- At the top of your browser, locate the URL. Find the number that appears after |nameId=|. This number is the QuickBooks Globally Unique Identifier (GUID) for the contact. Copy this value to your clipboard.
- Return to OA Mobile and search for the same contact.
- Select the contact from the search results.
- From the |Contact Details| screen, select the |QuickBooks| button.
- Paste the GUID value (copied in Step 3) into the |QuickBooks ID| field, then select the appropriate |Default View| option (|Customer| or |Vendor|).
-
Select the |Save| button to save your changes.
You can now use the
|QuickBooks| button in OA Mobile to open the contact in QuickBooks.
Note: You must be signed in to QuickBooks to use this feature.
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