1. Install SyncQ in Slack

1.1 Install/upgrade SyncQ app to your Slack account: Install the latest release of SyncQ from sla.syncq.net GetSyncQ section. Alternately find SyncQ Slack from Intuit or Slack app store.

1.2 After installation of SyncQ, you will be automatically redirected to SyncQ Home page for further configuration.

Install SyncQ

Install SyncQ Slack


2. Connect and Authorize Your QuickBooks Online

From SyncQ App page:

2.1 Click Connect to QuickBooks button
2.2 Fill up as follows:

2.1 Click on  "Connect to QuickBooks" green button
2.2 This will open up a new tab, redirecting to QuickBooks app login page (https://appcenter.intuit.com/)
2.3 Login and authorize your intended QuickBooks Online company 
2.4 Click Authorize
2.5 After authorization, you will be redirected to SyncQ app page
2.6 Your QuickBooks company will be automatically added in the drop down. Now, select QuickBooks company in the component dropdown. If everything working correctly, you will get
QuickBooks company name in green color next right to the company drop down. (If not authorized or incorrect company selected, a message will appear as "Require QuickBooks Authorization")
2.7 If you see your company name in Green, the green button will be replaced by a red button "Disconnect QuickBooks".   

Connect QuickBooks Online

Authorize QuickBooks Online

QuickBooks Connected

Congrats! We are good to start linking your QucikBooks with Slack.

3. Create Slack Channel Mappings

3.1 The next step is to create mappings between Slack channel and QuickBooks record type.

3.2 Click on white setup gear wheel button.

3.3 Select the Slack Channel.

3.4 Select the QuickBooks Online record type.

3.5 Click the green link button.

3.6 The new mappings should show automatically.

Sample Mapping

3.7 For additional settings against the mapping, click the three grea wheel button.

Sample Mapping

Using SyncQ Slack

1. Goto any Slack channel that you have mapped in the step 3.

2. Use the SyncQ Slack command /quickbooks to open the SyncQ app.

2. Use the SyncQ Slack command /quicksearch to search record in QuickBooks.

Sync your Slack record

Sync Data Between Slack and QuickBooks