Euler offers multiple ways to integrate your QuickBooks data depending on your business workflows and technical setup. This guide outlines four integration methods to help you determine which approach best suits your needs.
Choosing the Best Integration Method
Integration Method | Integration Method |
Companies with QuickBooks and CRM metadata setup for Deal/Opportunity IDs. | |
Teams with existing QuickBooks-to-CRM workflows. | |
Businesses with technical expertise and a custom database for payments. | |
Low-volume businesses needing a simple solution. |
1. Direct Integration with QuickBooks
The most straightforward option is to connect QuickBooks directly to Euler. However, this integration requires the following:
Custom Field Usage: A custom field in QuickBooks must store the Deal/Opportunity ID from your CRM. This is essential for Euler to relate invoices to the correct deals.
API Limitations: QuickBooks only allows access to the first three custom fields via its API. Ensure your custom field for the Deal/Opportunity ID is one of the first three.
Steps to Integrate Directly
Log in to your Euler account.
Navigate to Integrations.
Under QuickBooks, click Integrate.
Follow the OAuth flow to connect your QuickBooks account to Euler.
2. Integration via CRM
If your QuickBooks data is already integrated into your CRM, you can bypass a direct QuickBooks integration. Euler can pull invoice data from your CRM’s Deal/Opportunity object.
Setup Steps
Custom Object for Invoices:
Create a custom object in your CRM called “Invoices.”
For each QuickBooks invoice, create a corresponding row in this custom object. This can be automated through tools like Zapier or an existing QuickBooks-CRM integration.
Manual Updates (Optional):
If invoices are created manually in QuickBooks, ensure a final step is included to update the invoice ID and data in your CRM.
How Euler Uses CRM Data
Once the invoice data is in your CRM, Euler will scope API calls to:
The Deal/Opportunity object.
The custom “Invoices” object to retrieve the relevant payment data.
3. Integration for Developers (API)
If you already store payment data in your database, you can use Euler’s API to push payment data directly.
Using Euler’s Charges API
Refer to the Charges API Documentation for details on setup and parameters.
When sending payment data, include the Deal/Opportunity ID in the API request body to associate payments with the correct deals.
This method provides maximum flexibility and is ideal for teams with technical resources.
4. Manual Payment Entry in Euler
If your transaction volume is low or you prefer a no-tech solution, you can manually add payments in Euler.
Steps for Manual Entry
Log in to your Euler account.
Navigate to the Partners section.
Find and click on the relevant partner.
Go to the Payments tab.
Click Upload to add a new payment.
Fill out the required fields, including selecting the deal to associate the payment with.
If you have questions about setting up your integration or need further assistance, reach out to our support team at [email protected].