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Abby Connect and QuickBooks Online Integration

When Abby Connect logs a New Call Record, Zapier creates a time entry in QuickBooks Online with the caller ID, call start date/time, and receptionist notes. This one-way connection helps accounting teams build accurate billable records and maintain a clear audit trail of client calls.

Use Cases

Billable Time from Logged Calls: When Abby Connect logs a New Call Record, Zapier creates a time entry in QuickBooks Online using the caller ID, call start date/time, and notes. Accounting teams can review these entries to verify billable hours and tie call activity to specific clients.
Customer Records from Caller Details: When Abby Connect logs a New Call Record, Zapier creates a customer entry in QuickBooks Online using the caller ID and notes. Your accounting staff can review and adjust customer information before invoicing, keeping client records current.
Inquiry Tracking from New Messages: When Abby Connect receives a New Message, Zapier adds a memo entry in QuickBooks Online with the caller name and phone number, if available. Your team can use these entries as a follow-up list to ensure no inquiry goes unaddressed.
Audit Trail from Call Notes: When Abby Connect logs a New Call Record, Zapier records the notes and receptionist name as a memo or journal entry in QuickBooks Online. This gives your team a searchable audit trail of client conversations tied to your accounting records.

Features

Automatic Call Logging: Each New Call Record adds a QuickBooks Online time entry with caller ID, call start date/time, and notes — helping teams track billable activity without manual data entry.
Create Customers from Calls: When a New Call Record is logged, the integration creates a customer entry in QuickBooks Online using caller ID and notes for accurate client records.
Log Message Details: A New Message triggers a memo entry in QuickBooks Online with caller name and phone number, if available, so teams can reference inquiry details during billing or audits.

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FAQs

What does the Abby Connect and QuickBooks Online integration do?

The integration creates a new entry in QuickBooks Online each time Abby Connect logs a New Call Record or receives a New Message. It records caller ID, notes, and call start date/time so your accounting team can link call activity to billing or client records.

Is the Abby Connect and QuickBooks Online connection one-way?

Yes. This is a one-way integration through Zapier. Abby Connect sends call or message data to QuickBooks Online, but no information flows back to Abby Connect.

How do I set up the Abby Connect integration with QuickBooks Online?

Sign in to Zapier, choose Abby Connect as the trigger app and QuickBooks Online as the action app. You will need your Abby Connect API key from my.abby.com under Settings, Integrations, Zapier.

Which triggers are available for this integration?

The integration supports two triggers: New Call Record and New Message. Each trigger can create a time entry, customer entry, or memo in QuickBooks Online depending on how you configure your Zap.

Can my team use the logged data for billing or audit purposes?

Yes. Once caller ID, notes, and call start date/time are logged into QuickBooks Online, your team can review those entries to verify billable hours or maintain an audit trail of client interactions.

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