Today I'm going to show you how to pull in the income versus cost summary from QuickBooks into follow-up.
For a click-by-click guide, click Get Started below.
1. If your Followup and Quickbook accounts are integrated, and you have already linked a Followup project to a Quickbooks project, you will see the option to Sync Income Summary under the "QB Actions" menu.
2. In the upper righthand corner of the screen, you will see a notification that the income summary is syncing. Additionally, anytime you open a project that has already been synced previously, the project will automatically sync, giving you this notification again.
3. Another way to sync is to scroll down to the QB Income vs Cost window and click on the arrows.
4. You can view the updates after each new sync by clicking "View Details"
5. Here you can view the details as they appear in Quickbooks. Click the "Transactions" tab for even more information.
Happy Selling!
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