QuickBooks

Integrate with QuickBooks

Cardin for QuickBooks brings customer, supplier, invoice and bill detail to your inbox. Similar to a Chrome extension, but instead delivered as a native Gmail Add-on, Cardin saves you time by keeping common bookkeeping admin tasks in the inbox.

What can the integration do?

  • See all of the presently outstanding invoices for the customer that just asked, «what do I owe...»
  • Check the unpaid bills from the supplier that just asked, «please pay...»
  • Modify due dates, customer addresses, and other data in just a couple of clicks
  • See all Transaction details showing payment, partial payment, and payment method — at a glance

Are you a bookkeeper with multiple clients?

Most smaller businesses outsource their bookeeping, sending their bills and invoice requests to a shared email that you, as the outsourced bookkeeper, must sort through. You inbox can get overwhelming, as you juggle multiple QuickBooks logins and copy and paste expense, bill, and invoice details from your email into the various client QuickBooks company windows.

Cardin for QuickBooks makes it easy to add one Connector for each of the clients you support. You can then add new bills, invoices, or even new vendors or clients — all from within Gmail.

On choosing QuickBooks as the Connector type, you will be presented with a configuration screen where you can configure integration with your QuickBooks account.

You can name your Connector however you like or just leave the default one:

Note that you are not required to give the Connector a unique name, the Add-on will uniquely identify it regardless!

You can further customize the Connector with an icon of your choice by providing a public URL of the image you would like to use in place of the default one:

Setting a custom icon ensures your new Connector stands out in a list of integrations and helps you differentiate between multiple  accounts:

If you ever wish to return the default type icon, just clear the custom icon field in Connector settings and save it.

If the custom icon becomes inaccessible or you save a broken link, an image placeholder will be shown instead, prompting you that the icon could not be accessed:

Lastly, you can customize how the Connector behaves – whether it will be run only on explicit interaction (useful if you use a metered network or have multiple accounts or integrations) and if it will be run and displayed by default:

As integration with QuickBooks uses OAuth2.0 for authorizing requests to your account, if you configured one or more QuickBooks Connectors and at least one of them is not authenticated, you will be taken to a login screen:

If you don’t wish to do so on the spot or need to restore your access, you can switch on the option to skip initial authentication check for QuickBooks.

If you change your mind on skipping policy, it can be changed anytime in Advanced settings:

You can authenticate to your account, revoke access or simply login into QuickBooks from the configured Connector settings screen whenever you like: