Levitate + Intuit QuickBooks Online Integration

Table of Contents

Levitate + Intuit QuickBooks Online: What is the Integration?

Who can utilize the Levitate + QuickBooks Online integration?

What does the integration do?

Setting Up the Integration

Disabling the Integration

What contact information do we pull in?

How does the integration tag contacts?

What is the integration?

This comprehensive guide is designed to help Levitate clients seamlessly integrate their Levitate account with QuickBooks Online, streamlining your processes and saving you time and effort. Levitate can sync data from QuickBooks Online including client names, email addresses, physical addresses, matters, and more.

This is a read-only integration, meaning Levitate can only pull data from QuickBooks Online but cannot write data back to QuickBooks Online.

The integration syncs in real time— so all contacts and their data remains evergreen in Levitate.

Who can utilize the Levitate + QuickBooks Online integration?

Levitate customers with an active subscription can utilize the integration.

What does the integration do?

Levitate automatically pulls in contacts and assigns tags from QuickBooks Online twice daily, keeping your records up-to-date. We scan QuickBooks Online for clients to create primary contacts within Levitate. Levitate will automatically add tags to clients and reference their client status, last invoice, and overdue status. The integration will also pull contacts who are not active clients in order to create prospecting lists. We help you keep your emails authentic with filtering and contact enhancement logic.

As of now, Levitate does not have the ability to push data into QuickBooks Online, meaning we will not be able to write back emails, notes, phone calls and texts into QuickBooks Online.

Setting Up the Integration

The user setting up the Levitate + QuickBooks Online integration must be an admin on the account. Once the integration is enabled for your account, you can follow the steps below to connect your QuickBooks Online account to Levitate.

First, go to the settings menu under your name in the upper righthand corner of Levitate and choose Integrations.

From there, you'll see Quickbooks Online— you'll click Manage.

Next, you'll be taken to the settings for Quickbooks Online. You'll click Connect.

From there, you will be directed to Quickbooks Online— there you will provide your credentials to connect Quickbooks to Levitate.

Once you've entered your credentials, you're set on your end. Make sure that your Success Specialist or a member of our Support Team knows that you've gotten connected, so that we can configure the integration on our end.

What contact information do we pull in?

• First Name
• Last Name
• Physical Address
• Email Address
• Phone Number

How does the integration tag contacts?

Levitate will add the following tags to contacts where applicable:

• Client Status (contacts will receive a client tag if they are an active client)
• Last Invoice (year only)
• Overdue (if the contact has any outstanding invoices)

If you have any questions about our QuickBooks Online integration or how to use it, please feel free to reach out to your Success Manager or Levitate's Support Team, support@levitateapp.com.