How to Integrate NeonCRM with QuickBooks Online & Desktop?

Neon CRM is a non-profit CRM that has been specially built for growth. It is widely used by Non –Profit organisations to manage to fundraise, create a membership, manage events and website and ultimately grow their organisation. Neon CRM can be easily integrated with QuickBooks.

Transactions such as sales receipts, customer records, invoices, payments can be sent from Neon CRM to QuickBooks and thus the accounting of such non-profit organisations can be done with ease. In this article, we will see how Neon CRM can be integrated with QuickBooks.

Prerequisites before beginning the QuickBooks Desktop – Neon CRM integration.

  • QuickBooks must be installed on a local hard drive PC.
  • The integration will not happen until the QuickBooks Desktop is installed on a remote PC.

Prerequisites before beginning the QuickBooks Desktop – Neon CRM integration.

  • QuickBooks must be installed on a local hard drive PC.
  • The integration will not happen until the QuickBooks Desktop is installed on a remote PC.

Steps to set up Neon CRM – QuickBooks Desktop Integration

This is a eight step process of integration of Quickbooks Desktop with Neon CRM, which are mentioned below:

Total Time: 10 minutes

  1. Step One

    First of all, enable the QuickBooks connection in Neon CRM.

    You can do this by performing the following steps.

    💠 Login to Neon CRM.
    💠 Go to Gear icon and select Global settings. Under that, select Third party integrations and under that select QuickBooks.
    💠 Turn the switch to ON and select QuickBooks Desktop.
    💠 Click on Continue.

  2. Step Two

    Download and install QuickBooks Web Connector.

    💠 Download the application and click on Install.
    💠 Create a Keyword. This keyword will authorize the web connector to connect to Neon CRM.
    💠 Click on save. This will apply the keyword.

  3. Step Three

    Download and install the configuration file related to the QuickBooks Web Connector.

    💠 The configuration file should be located on the same PC’s hard drive where the QuickBooks and QuickBooks Web Connector are stored.

  4. Step Four

    Add this QuickBooks configuration file as an application on QuickBooks Web Connector.

    💠 Open QuickBooks Web Connector.
    💠 Click on Add and application.
    💠 Browse and select the configuration file you recently installed and click on Open.
    💠 A new window saying Authorise New Web Service will open. Click on OK.
    💠 QuickBooks Application certificate window will open up. We recommend selecting Yes always allow access even if QuickBooks is nor running and click on continue.

  5. Step Five

    Configure the QuickBooks Web Connector.

    💠 Enter the same QuickBooks Keyword as we used earlier in the password column.
    💠 Enable the auto-run check box.
    💠 Select the frequency of sync as every minute.

  6. Step Six

    Leave this window open to finish with the configuration with Neon CRM.

  7. Step Seven

    Before beginning with the integration make sure that the services and items are properly classified and have a matching account in QuickBooks.

  8. Step Eight

    Open Neon CRM and click on Neon CRM to complete the QuickBooks settings.

Need Professional Help?

Thus the aforesaid are the steps to integrate QuickBooks and Neon CRM. If you are facing any trouble in configuring the integration process or have any doubt relating to any of the aforesaid steps then kindly get in touch with our QuickBooks technical support team on smbaccountants.com Option.

FAQ

  1. How to set up and integrate NeonCRM with QuickBooks Online & Desktop?

    To set up the connection with QuickBooks with NeonCRM, the user has to make sure that all connections turn on. After you have to choose QuickBooks that you currently utilize. Once you are done with this program, then hit the click on the Connect button. It might take a little time to show you the confirmation message of integration between QuickBooks and NeonCRM.

  2. What benefits do I get after integrating NeonCRM with QuickBooks Online or Desktop?

    There are so many benefits you receive once you integrate your QuickBooks with NeonCRM such as the user doesn’t need to enter the data twice. This integration also permits you to sync transactions to be locked as well as for the accounting integrity function as well.

  3. Does QuickBooks & Desktop need any approval to integrate with NeonCRM?

    Yes, when you integrate your QuickBooks with NeonCRM then you need approval for further processing otherwise it will not work. The user has to make sure that your QuickBooks doesn’t run on a remote.


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