Keap

Sync invoices and payments to QuickBooks.

Is there a demo?

Here is a demo:

Keap Set-Up

There are no files to install. Here are the steps to integrate:

1. Login to Connex.
2. On the dashboard's connections grid, click add connection.
3. Choose Keap.
4. Click next.
5. Login to Keap.
6. Choose your instance, if there is more than one, allow access to our app.
7. Keap will redirect you to Connex. Complete our install wizard.

How do payments sync to QuickBooks?

Our system can pull payments independent of invoices. An invoice can enter QuickBooks, followed by a payment a few days later. Keap adds manual payments with a time of 12:00 AM. Our system will add twenty hours to this time, so our system can retrieve it. If you create an order and a manual payment within a few minutes, the payment should sync with the order. Otherwise, please allow up to one day to receive payments in QuickBooks. 

How do I sync paid orders only?

Connex for QuickBooks Online and Connex for QuickBooks Desktop will sync any Keap order to QuickBooks. Failed payments generate an Keap invoice, but no payment. There are two things you can do:

1. Click manage on our dashboard. Expand orders > sync orders to QuickBooks > transaction. Switch to invoices, payments if paid.
2. Under sync orders to QuickBooks, expand sync manually. In the order status field, enter paid. Only paid orders will enter QuickBooks.

Matching Payments

The payment reference number uses the transaction ID, which is a unique ID assigned by your bank. By assigning a unique ID to QuickBooks payments, you can assign multiple payments to the same order:

1. Invoice 123 in Infusionsoft for $100
2. Payment 1 for $25
3. Payment 2 for $75

Our software looks for duplicate payment by the reference number. If you assign the invoice id as the reference number, two things will happen:

1. You cannot assign multiple payments for the same invoice.
2. It's possible another payment uses that reference number.

If you pull a transaction detail summary from your merchant account, you can match the payment reference numbers.

How do I pull orders by invoice number?

You must find the Keap invoice number for each sale:

1. In Keap, go to your all sales itemized report.
2. Find the order that you are trying to sync.
3. Note the invoice number field.
4. Login to Connex.
5. Click manual sync.
6. In the order number field, enter a comma separated list of invoice numbers.

How do the fields map?

Here is a diagram: