Connecting to QuickBooks
If you use QuickBooks as your billing system, you can connect it to Galvix to sync transactions, customers, and products automatically.
Steps to Connect QuickBooks to Galvix:
- Navigate to Settings → Integrations. Here, you'll see a list of existing integrations that were already added (if any). Click the ‘Add Integration’ button.
- In the form that appears:
- Select ‘Integration Type’ as QuickBooks.
- Choose the timezone used in your QuickBooks account.
- Click ‘Authorize Galvix To Connect To QuickBooks’. You will be redirected to the QuickBooks login page.
- Sign in using your QuickBooks credentials.
- Select the QuickBooks account you want to connect.
- Enable or disable tax determination based on your preference. You can read more about tax determination in QuickBooks here.
Click ‘Save’ to complete the setup.
Once added, the integration will appear on the Integrations list with the status ‘Syncing’. Once all historical data is imported, the status will change to ‘Active’.
After the integration is 'Active', you can:
- View imported transactions by navigating to Transactions in the left menu.
- View imported products by going to Products in the left menu.