QuickBooks Online
Bring your QuickBooks Online figures next to your customers. QuickBooks stays the source of truth.
What it does
- Copy customers, invoices, payments, credit notes, bills and purchases in as read-only records
- Link QuickBooks customers to contacts by exact email, or by hand
- Show invoice and payment history on the Customer 360 profile
- Trigger automations when an invoice is created, paid or overdue, a payment is received or a credit note is created
How to connect
Step 1
Open Settings, then Connected applications
Step 2
Choose QuickBooks and approve access on Intuit’s page
Step 3
The first copy runs in the background
Where you will see it
Use QuickBooks Online with your CRM.
Create your workspace, then connect it from Settings.