Integrating BE Connector with QuickBooks Desktop
QuickBooks Desktop is an accounting software used by finance and accounting professionals to organize business finances, manage expenses and reduce repetitive tasks. QuickBooks Desktop allows users to manage payable and receivable accounts, project accounting, expenses, and payrolls. Integrating Birdeye with QuickBooks Desktop will automate the process of sending out review requests to customers on a daily basis.
Once QuickBooks Desktop is integrated with Birdeye, Birdeye pulls customer information from QuickBooks Desktop once daily for the completed transactions. Birdeye allows you to fetch data from your CRM solution using some predefined triggers. Here is the supported trigger for QuickBooks Desktop:
| Trigger Name | Trigger Description |
| Transaction Trigger | This trigger is used to fetch customer data based on the completed transactions. |
To set up the integration with Birdeye, reach out to the Birdeye technical support team @ 1-800-561-3357 Ext. 3 or email them at - support@birdeye.com. Birdeye technical support team will successfully set up the integration with QuickBooks Desktop through BE Connector.
WHAT IS BE CONNECTOR?
The BE Connector application is a native Windows application for all businesses. The BE Connector application helps integrate your CRM solution with the Birdeye system so that the process of sending review requests to your customers is completely automated after they use your products or services.
The installation and setup process is driven by an intuitive wizard. To set up the integration, you first have to download and install the app on the machine that has access to the CRM solution. Once the integration is complete, BE Connector will start pulling data from the CRM solution and send the data to the server for further processing. Review requests are sent as per the configurations and preferences set by the business on BE Connector.
HOW IT WORKS:
- Install BE Connector on QuickBooks Desktop Server
- Integrate QuickBooks Desktop with BE Connector
- BE Connector will start pulling customer data from QuickBooks Desktop and automatically send review requests, based on the scheduling configuration defined by the user.
Birdeye collects the first name, last name, email address and phone number of your customers and automatically sends them review requests.