How does the integration with QuickBooks work? Once Kolleno is connected to your QuickBooks account, every time a payment is made, the customer timeline is automatically updated on the platform.
What is the data flow between Kolleno and QuickBooks?
Which phone numbers are imported from QuickBooks? We import the numbers from the phone field.
How often does the data synchronize? The synchronization will happen in up to 15 minutes and everything done in QuickBooks is soon shown on the Kolleno platform.
What data don’t get synched? As of right now, the expected payment dates are not pulled across from QuickBooks
How do I disconnect Kolleno from QuickBooks? To disconnect from your QuickBooks account: go to your Settings ➡️ Accounting ➡️ select the ellipses ➡️ select “Disconnect”.
If you have any other queries, please reach out to us at email@example.com