Quickbooks

Create QUICKBOOKS

SETTING UP QUICKBOOKS

SETTING UP QUICKBOOKS

Select the QUICKBOOKS from list of service
Select the environment you need to login
Click "LOGIN WITH QUICKBOOKS" for connect with slack app
(The new Popup window will open)

Click on Allow to allow Mail Director to access your quickbooks account
Select the Company
Close the popup window
Click settings
Click Create New
Select "Quickbooks " App

Configuration setup

SERVICE NAME

Service Name is the name provided by you for your service
Enter the Service Name

Information

Show customer

Show the customer detail if the sender is a customer of quickbooks company

ACTIONS

Create Contact

create Contact will create a new customer in quickbooks company
Select the send create contact check box

Create Expense

Create Expense will create a new purchase in quickbooks company
Select the send create expense check box
Click save to save the configuration

INFO CARDS

Show customer

Show customer of will show the the customer details if the sender is exist in quickbase company
Select the "Show customer " check box
Click save to save the configuration
It will show while you open the mail

DO ACTIONS BY USING SERVICE

create contact on Quickbooks

Click on Maildirector add-on

Open the mail that need to save

Select the Service of Quickbooks

Clicking on Service create record will open the following fields

Sufix
Display Name
Family Name
Given Name
Middle Name
Title
Email
Company
Notes

click on create contact

create expence on quickbooks

Click on Maildirector add-on

Open the mail that need to save

Select the Service of Quickbooks

Clicking on Service create expense will open the following fields

Amount
Account type
Payment Method
Category

click on create contact

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