Quickbooks Desktop

Automatically send review invitations and centralize contacts across Podium and Quickbooks.

• Save time managing your contacts by seamlessly importing your contacts into Podium. No more copy and pasting between systems!
• Improve your online reputation by requesting reviews after transactions.

Compatibility

Premier, Professional, Enterprise (Quickbooks Desktop for Mac and “QuickBooks Desktop - Point of Sales” is not supported)

Setup Process

1. Click Connect.
2. Select the Podium location you’d like to connect to Quickbooks Desktop.
3. Download the Sikka Platform Utility and follow the install prompts.
4. Authenticate Quickbooks Desktop with the Sikka Platform Utility.
5. Allow Quickbooks to access the appropriate Podium data.
6. Allow Podium to access the appropriate Quickbooks data.
7. Allow Podium to access contact sync and import.
8. Click Finish.
9. Select the automation to use with your Quickbooks Desktop integration.
10. Click Activate.