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Ideas to Improve PandaDoc: Integrations

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Quickbooks Desktop

Diff requests for improvement of Quickbooks integration:

  1. Integration with Quickbooks Desktop
80 votes

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Shannon Morgan shared this idea  ·   ·  Admin →
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On roadmap  ·  AdminValeryia Baranava (Admin, PandaDoc) responded  · 

Hi,

Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

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  • Michael Angelo Miguel commented  · 

    Ability to assign customers from Quickbooks Pay integration to PandaDoc Quote to avoid customer details duplication via QB.

  • Missy Ramberg commented  · 

    Integration with QuickBooks Desktop is crucial for our business - - we have to manually input every order into QuickBooks because there is no integration. And everyone hates QB Cloud / Online!

  • jirving commented  · 

    We should be able to sync the products we create in QuickBooks Online to the Panda catalogue.

  • Rachael Stiles commented  · 

    Better integration with Quickbooks Online. I want to get a notification if a PandaDoc payment fails.

    I have heard back from Quickbooks Online support that there is no existing email alert for a failed credit card transaction (including Sales Receipt). There is only an on-screen error message. And I think that means no Sales Receipt actually gets created in Quickbooks. Is this why the PandaDoc failures are not showing up in the Quickbooks Online credit card history (https://app.qbo.intuit.com/app/masfailures)? Is PandaDoc team continuing to work on the PandaDoc/Quickbooks integration, so that we can get notified whenever there are failures? Because it's looking like the current integration wouldn't allow Quickbooks Online to capture PandaDoc failures even if we could get Quickbooks notifications. (Perhaps it would be better if the PandaDoc/Quickbooks integration instead created an Invoice? or saved the customer's card details? Instead of trying to create a Sales Receipt, since Sales Receipts sometimes fail without any kind of alert).

    Side note: Some of our franchise teams use Quickbooks Payments (a different service than Quickbooks Online, but it is connected to the Quickbooks Online account). For the teams that use Quickbooks Payments, it looks like their Quickbooks Payments history is able to capture the PandaDoc payment failures. This is not a good solution for all our teams, since only some of our teams use Quickbooks Payments (whereas all our teams use Quickbooks Online)-- Plus, it was my understanding that the integration is for PandaDoc to connect with Quickbooks Online. But I am telling you this observation in case it helps the development team. :)

  • Rachael Stiles commented  · 

    Get a PandaDoc notification if a Quickbooks payment fails (instead of marking the document as Paid). Also the ability to manually change a document's status from Paid to Unpaid/ Declined.

  • Scott Weber commented  · 

    Please for the love of GOD make Quickbooks Integration Native. Thanks!