Zendesk

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Introduction

Cloud Cart Connector for QuickBooks Online will receive billing information from Zendesk. Cloud Cart will hold this data in a queue and send invoices to QuickBooks.

How does the app work?

The Zendesk app sends Cloud Cart these details:

  • Ticket customer name
  • Ticket customer email
  • Hourly rate
  • QuickBooks product name
  • Product notes
  • QuickBooks company ID

Cloud Cart translates these fields into QuickBooks. Cloud Cart will match the Zendesk email to a customer's email in QuickBooks. If there is a match, Cloud Cart will use the billing and shipping from the customer record on the order. Here is an example invoice created from Zendesk.

Can Cloud Cart automatically email invoices to my clients with payment links?

Yes, this feature is enabled by default. To adjust your settings, login to Cloud Cart. At the my connections page, select Zendesk. Scroll down to the advanced transaction area and expand the section. Check email invoices and enable online payment.

How do I pair Zendesk and QuickBooks?

Here are the steps:

  1. Get the Cloud Cart Connector app.
  2. At the my connections page, choose Zendesk.
  3. Finish the install wizard. 
  4. Return to Zendesk.
  5. In the QuickBooks company ID field, enter your company ID. For details on finding your company ID, read the section below this paragraph.

How do I find my company ID?

Here are the steps:

  1. Login to Cloud Cart Connector with your QuickBooks Online account.
  2. In Cloud Cart, go to the my company page.
  3. Enter your QuickBooks company ID into our app's company ID field: find_company_id.png
    zendesk_company.png

 

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