The QuickBooks app lets you handle time-tracking & invoicing from the comfort of your helpdesk. Using this app, you can: * Access information about requesters from QuickBooks inside a Freshdesk ticket so you have additional context when responding to the queries. Note: Information will be fetched only if the requester's company name in Freshdesk matches the 'Display As' name of a customer in QuickBooks. In case the company name does not match, data will be fetched based on the ticket requester’s email address in Freshdesk matching a customer's email address in QuickBooks account. * Log time in QuickBooks right from within Freshdesk. You can also view and edit the recent five time-entries. * Log time in Freshdesk timesheet from within the QuickBooks app. * View recent QuickBooks invoices of the requester inside Freshdesk. New Updates to the App: * All the existing app functionalities to be made available in the service task tickets * Creating settings for the admin to configure the user roles which can create an invoice * Creating invoices in QuickBooks from within the app in Freshdesk. * Creating invoices by selecting Tax rate for the invoice created from Freshdesk. * For inventory product items in QuickBooks. Creating invoices based on the quantity entered. * Delete Invoices from the ticket sidebar based on the user roles configured in the settings page.

Pre Requisites: Freshdesk API Key: Click ‘Profile’ Icon at the Top Right corner > Click ‘Profile Settings’ – You will get the Freshdesk API Key at the Right panel. Freshdesk Domain: Your Freshdesk domain in this format company.freshdesk.com without http:// or https:// QuickBooks Company ID: Click the ‘Settings’ Icon at the Top Right corner (near Help Icon) > Click ‘Your Account’ – You will find the Company ID next to Company Name. App Installation: Follow the steps below for installation: Go to Admin > Helpdesk Productivity > Apps > Get More Apps > Agent Productivity or Time Tracking & Billing > Search QuickBooks > Select QuickBooks > Click Install. > You will be redirected to QuickBooks Login Page > Input QuickBooks Admin Credentials and Click 'Connect'. You will now be redirected back to Freshdesk Admin Page > Input Freshdesk API Key, Freshdesk Domain and QuickBooks Company ID(without space in between) > Click Verify and Install. App Uninstall: Go to Admin > Helpdesk Productivity > Apps > QuickBooks > Uninstall. If you are facing any issues, do feel free to reach out to us at freshworks@makoitlab.com or create a ticket at https://makoitlab.freshdesk.com