1. What happens in Allô?
• Calls Enrichment
Customers and vendors info are automatically displayed when you receive a call, as long as a few additional information like the Company name, Job Title or Total invoiced.
• Contacts Synchronisation
Quickbooks customers and vendors will be automatically added into the contacts tab of Allô.
When you create a new customer or vendor, it will be added automatically (it can take up to 10 minutes).
Note: No Allô contacts will ever be created in Quickbooks automatically.
2. How to setup the integration?
Open the Account tab
Tap on Integrations
Then open Quickbooks
Sign-in with your Quickbooks account
Tap on on “Connect” to accept the integration request
Tap on Allow to open Allô automatically
Find your Quickbooks realm ID, also called Company ID (accessible on the billing page)
Enter the company ID in the “Company ID” field
You’re all set. You can go back and start using Allô.
Couldn’t find what you’re looking for? Get in touch with someone from the Allô team. We have a near 24/7 support to make sure your business is always up and running.