Integration with QuickBooks Online

Overview

Streamline your accounting process by syncing customer and invoice data between Salescaling and QuickBooks Online.

How it works

• When a deal is marked as 'Won' in Salescaling, automatically create a new customer and invoice in QuickBooks.
• Sync payment statuses from QuickBooks back to the deal record in Salescaling.
• Keep customer contact information updated across both platforms.