Gaviti

You must have Admin permission in both Gaviti and QuickBooks Online.

- You must have Admin permission in both Gaviti and QuickBooks Online.

Exit from QuickBooks Online and sign into Gaviti.

Go to the Settings page and select the Integrations tab.

QuickBooks Online will display the Login screen. Log in with your Admin user ID and password.

Once the correct information is entered, QuickBooks Online will ask you to confirm the authorization between Gaviti and your company by clicking Connect.

1. Exit from QuickBooks Online and sign into Gaviti.
2. Go to the Settings page and select the Integrations tab.
3. Click Connect to QuickBooks.
4. QuickBooks Online will display the Login screen. Log in with your Admin user ID and password.

5. Once the correct information is entered, QuickBooks Online will ask you to confirm the authorization between Gaviti and your company by clicking Connect.

In Gaviti, the button will now read Disconnect from QuickBooks.

The default mapping between data from QuickBooks and Gaviti is:

Connecting QuickBooks Online with Gaviti

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Title

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Gaviti Field	QuickBooks Online Field
id	Id
displayId	Id
displayName	FullyQualifiedName
emailsLevel_1	PrimaryEmailAddr.Address
phone	PrimaryPhone.FreeFormNumber

Gaviti Field	QuickBooks Online Field
id	Id
displayId	DocNumber
customerId	CustomerRef.value
createDate	MetaData.CreateTime
dueDate	DueDate
totalAmount	TotalAmt
balance	Balance
currency	CurrencyRef.value
link	InvoiceLink

Prerequisites

Connecting Gaviti to QuickBooks Online

Fields Mapping

Customers

Invoices