Levitate + Intuit QuickBooks Online Integration

Table of Contents

• What is the integration?
• Who can utilize the Levitate + QuickBooks Online integration?
• What does the integration do?
• Setting up 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 customer and vendor names, email addresses, billing addresses, and phone numbers.

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 twice daily — so all contacts and their data remains evergreen in Levitate.

Who can utilize the Levitate + QuickBooks Online integration?

QuickBooks Online must be enabled on your account by Levitate. Ask your Success Manager or Support.

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 customers and vendors to create contacts within Levitate. Depending on how your account is configured, Levitate can also add tags for active 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 Levitate enables the integration 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.

Note: Connect links QuickBooks Online through the user who is signed in. Disconnecting the user who set up the sync affects syncing for the whole account.

What contact information do we pull in?

• First Name
• Last Name
• Billing Address
• Primary Email Address
• Phone Numbers (primary and mobile)

How does the integration tag contacts?

Depending on how your account is configured, Levitate can add the following tags to contacts:

• Active (if the contact is active)
• Last Invoice: 2025 (year only)
• Overdue (an invoice with a balance past its due date)

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.