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Quickbooks and iPhone App

Hi - our firm is new to Insightly but our sales people would like the ability to view the quickbooks linked data from within the app but can't figure out how to do so.  Is this integrated on the app or just on the web interface?  If not, are there plans to add it?

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  • Hey Nate,

    I've been informed that you should be able to view files within your mobile app (Insightly). Have you integrated QuickBooks with your Insightly account via the web interface first? 

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  • Hi - we can view files on the app but Quickbooks is not showing up on the app.   Quickbooks is integrated with the web account and works well.

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  • Hey Nate,

    Can you provide screenshots of a file shown in a record in your web account and then the same record in your mobile app where the file does not appear. 

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