All content on these pages are related to the latest supported release of the ucplus client.

Quickbooks Online

Integration Type

Client Add-in

Add-in Classification

Controlled

Product / License Type

Fusion

FOR BOTH STANDARD AND CONTROLLED, ALWAYS CHECK THE ADVISORY SECTION FOR ADDITIONAL CHARGES OR EXCEPTIONAL CONDITIONS THAT MAY APPLY.

Application Information

Manufacturer:

Intuit

Application:

Quickbooks Online

Version:

Essentials, Plus

Market:

Accountancy

Supported Features (related to latest supported release)

Address Book Search:

Click to dial via ucplus:

Click to dial via business application:

Caller details preview:

Manual screen pop:

Auto screen pop:

Automatic call activity logging:

Manual call activity logging:

Additional features

Integration with Notes

Notes / Advisories

You must use "Master Administrator" credentials on each client workstation when setting up the integration. Cached only add-in.  Can only be run on Windows 10 and above, and requires Microsoft Edge to be installed.

If the integration supports caching, please note that cached integrations support up to 30,000 contacts. The live mode method would need to be used for larger directories. Performance will then be determined by a number of additional factors including network speed and application API specification.

Other Information

Operating System:

Windows

Installation Options:

Mandatory remote installation required.

References

  1. Quickbooks Online (Product Website)
  2. Intuit (Manufacturer Website)