Enjoy a simple accounting solution with Salesmate-Quickbooks integration. Get a detailed view of your invoices, payments, and estimates inside your contact records with lesser clicks.
QuickBooks is an accounting software for businesses of all sizes that helps them manage all of their finances. This smart accounting tool provides instant access to all the financial data related to customers and vendors.
QuickBooks offers really useful features such as
Salesmate CRM + QuickBooks
Salesmate CRM and QuickBooks online integration will help you keep your finances balanced and stay organized without ever losing valuable selling time. Keep track of your estimates, invoice, and payments by taking a glance inside the contacts records.
How does it work?
Just authorize Quickbooks inside Salesmate CRM and enjoy a streamlined view of your financial records. Once you associate contact/company between Salesmate and Quickbooks Online all the Estimates, Invoices and Payments will start reflecting under the contact timeline within Salesmate. You will also be able to link your invoices, payments, and estimates to deals as per your requirements.
Benefits of this integration
Once you authorize Salesmate and QuickBooks online integration you will be able to:
- View your entire contact information and the status of their invoices, payments, and estimates without leaving Salesmate CRM.
- Also track the financial details of all your associated contacts, companies and deals.
- Take suitable actions as per the status of your payments(paid, partial, overdue).
- Keep an eye out on the status of your invoices, payments, and estimates without losing focus on sales.
To be precise, you can manage your sales and the financial data without getting stuck between two apps, or losing the data while switching tabs. Combine the power of a sales intelligence tool and smart accounting solution to enhance your selling game.
Check out the support doc on how you can use this powerful integration. Not a Salesmate user? Try us out for free and see why Salesmate & QuickBooks Online are a great option for enhancing your business growth.