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1 Not supported for the current status
Status Planned
Categories CRM
Created by Matt Cwiokowski
Created on Aug 11, 2026

Direct QuickBooks Link from Account Page

Add a clickable QuickBooks account link on the Details Cloud Account page

When a DTC account is linked to QuickBooks, please add the ability to click the QuickBooks icon or the displayed QuickBooks account name at the top of the Account page to open the corresponding account directly in QuickBooks.

Currently, the Account page shows the QuickBooks icon, the linked QuickBooks account name, and an option to unlink the connection. However, neither the icon nor the account name is clickable, so users must manually navigate to QuickBooks and search for the related account.

This functionality already exists on the DTC Invoice page: the QuickBooks reference displayed at the top of an invoice is clickable and takes the user directly to the corresponding QuickBooks invoice. It would be very helpful to provide the same experience for linked QuickBooks accounts.

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