*IMPORTANT*: In order for an agent's data to sync to Sisu, they need to be an active user on your Sisu roster.
A couple of notes before you set up a Quickbooks integration via Zapier:
You'll need to have Zapier's base paid plan ($20 a month) to have access to use Quickbooks on Zapier. Sisu is available for free plan members; however, Quickbooks is not.
You'll want to make sure that only relevant expenses are sent into Sisu. These are usually monthly recurring expenses, such as rent or wages, or general expenses, such as dinners or other general business expenses. This wouldn't be something like a transaction fee or a referral paid that would be tracked transactionally in Sisu using the commission form.
These expenses will be pulled into your income report to help give you a good idea of net income.
If you want to set up a filter step so that only some of your expenses pull into Sisu (and not all of them) there are instructions for that here.
And here are the instructions on how to set up a general Quickbooks to Sisu integration:
Video Note: To optimize viewing, watch this video on Loom. You can do this by clicking the square icon with an arrow coming out of it, which appears in the top-right corner of the video.
Creating your Zap in only two steps:
QB - New Expense in QuickBooks
Sisu - Create Expense in Sisu (requires version 1.0.4)
Expense date, From QB or use “today” or specific date
Amount $ from QB
Category from QB, or enter a text string
Requires the agent user ID (this field is also required even if the video above mentioned otherwise.
Testing
It is best to test your complete Zap but the step 2, Create Expense can be tested without any QB account and using fake data but all fields are required.
