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 contact in QuickBooks. Once the QuickBooks GUID
has been stored in OA Mobile, the contact can be easily opened from OA Mobile by selecting the |QuickBooks|
button within the OA Mobile contact.
To learn how to set up and use this feature, follow the directions below.
How to Link a QuickBooks Contact to OA Mobile
- Open your browser, log in to QuickBooks, then select |Customer| or |Vendor|.
- Search for the contact in QuickBooks that you would like to link to OA Mobile.
- At the top of the QuickBooks browser screen, within the URL, you will see a number after |nameId=|. This is the QuickBooks Globally Unique Identifier (GUID) for the contact. Highlight and copy this number.
- Return to OA Mobile and search for the same contact you searched for in QuickBooks.
- Select the contact from the OA Mobile search results.
- From the Contact Details screen, select the |QuickBooks| button.
- Paste the GUID value (copied in Step 3) into the |QuickBooks ID| field and select the |Default View| description (Customer or Vendor).
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Select the |Save| button to save your settings. You may now use the |QuickBooks| button
within OA Mobile to open the contact in QuickBooks.
Note: You must be logged in to QuickBooks to use this functionality.
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