Salesflare

QuickBooks

Seamless Account Updates

Automate your account management processes. Connect account creation with item updates effortlessly. Boost your efficiency and reduce manual entries.

When this happens...

New Account Event

Trigger new events when new accounts are created.

automatically do this!

Update Item

Updates an item.

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Explore Triggers and Actions

New Account Event

Trigger new events when new accounts are created.

New Contact Event

Trigger new events when new contacts are created.

New Opportunity Event

Trigger new events when new opportunities are created.

New Task Event

Trigger new events when new tasks are created.

New Workflow Event

Trigger new events when new workflows are created.

Search Invoices

Searches for invoices.

Create AP Aging Detail Report

Creates an AP aging report in Quickbooks Online.

Create Customer

Creates a customer.

Create Bill

Creates a bill.

Create Estimate

Creates an estimate.

Create Invoice

Creates an invoice.

Create Payment

Creates a payment.

Create Purchase Order

Creates a purchase order.

Create Profit and Loss Detail Report

Creates a profit and loss report in Quickbooks Online.

About the apps

Learn more about

Salesflare

and

QuickBooks

, and how they work together to automate your workflows.

About

Salesflare

Salesflare is an intelligent CRM that simplifies customer support by automating sales pipelines, crucial for efficient service delivery and communication.

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About

QuickBooks

QuickBooks Online helps manage business finances, crucial for support teams in tracking transactions and customer accounts, enhancing service delivery.

Similar integrations

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Why

Salesflare

+

QuickBooks

= Perfect Match

By integrating Salesflare with Quickbooks, this automation transforms your account management experience. Whenever a new account is created in Salesflare, a corresponding item update occurs in Quickbooks. This synergy minimizes manual errors, enhances data consistency, and saves valuable time, allowing your team to focus on strategic tasks instead of routine updates. Elevate your operational efficiency and ensure that your financial records are always current, paving the way for informed decision-making.