Ooma Office Pro Pluspro plus users can integrate their Ooma Office service with QuickBooks Online. When the integration is complete, QuickBooks Online you will be able to leverage Ooma Office for the following:

  • A call pop will automatically display with matching user information for inbound and outbound calls
  • Notes can be taken during calls with customers
  • Quick access the QuickBooks home page is available during calls
  • A new customer can be added from the dialer

Enabling QuickBooks Online integration

Before you can get started, an account admin will need to enable CRM integration for your account. They will also need to purchase the QuickBooks module.

Once that step is complete, follow these instructions:

  1. Use the Ooma Desktop app to open the Integration module.
  2. Go to QuickBooks Online and select the + action.
  3. Log into QuickBooks Online and update the following permissions:
    • Under the Choose how to set access menu, CRM Objects, the Invoices setting must be turned ON. Make sure all other settings in this menu are ON.
    • Under the Choose Permissions menu, Account » Settings access » View Settings access permissions, the Edit property settings and App Marketplace access setting must both be turned ON.
  4. Save your changes.

QuickBooks Online and Ooma will be able to complete the integration once these settings are updated.

Integrating contacts into your Ooma directory

You can integrate your QuickBooks Online clients into your Ooma directory.

Once you have enabled contact integration through QuickBooks, your CRM’s contacts will appear in your personal directory in the Desktop App and in a new directory on your IP phone.

When you initially connect Ooma and QuickBooks Online, you will be prompted to enable contact integration at that point. If you’d like to toggle this integration on or off in the future, follow the instructions below:

  1. Log in to the Desktop App and go to the Settings menu
  2. Locate QuickBooks Online under the Integrations header
  3. Click the … icon to customize your preferences and update your contact integration settings

Viewing contact information

Once QuickBooks Online and Ooma Office are integrated, the remote party’s caller-ID will be matched to the phone numbers of existing records in QuickBooks Online. If there’s a match, you’ll see the contact information and the corresponding lifecycle.

If there are multiple matches, you can open the correct one by selecting it from the list.

Taking notes

If you’d like to take view and update the customer note field to capture information about the contact, you can use the Edit option found in the Customer Notes part of the Ooma Office widget during an active call. When your note is are saved, it will update the matched contact in QuickBooks Online.

Note that editing or updating a note will overwrite the existing note.