If you currently use QuickBooks Online, then you're in luck! FirstVisit can import clients and services from your QB Online account, and push important information into QB, such as time activity for generating invoices and payroll.

To connect to your QuickBooks account, log in to FirstVisit, and navigate Settings > Quickbooks Integration, and click on "Connect to QuickBooks" as seen in the screenshot below.

This will open up a new window. If you're already logged in to QuickBooks in your current browser session, then it's just a matter of clicking the "Connect" button as seen below. Otherwise, you will be prompted to enter your QuickBooks username and password.

From there, you can manually import Services, Employees, and Customers from QuickBooks Online into FirstVisit.

If you have any questions or issues, contact us here at FirstVisit.