Whenever you close a deal in CompanyHub, an invoice is automatically created in QuickBooks Online. This keeps your accounting records up-to-date without the hassle of manual data entry.
Anytime you add a new contact in CompanyHub, this automation creates or updates the contact in QuickBooks Online. You’ll ensure your customer data is consistent across platforms without repetitive tasks.
Each time a deal is marked as closed in CompanyHub, automatically create a corresponding payment record in QuickBooks Online. This streamlines your financial tracking by reflecting sales success in your books.
When you create a new sales opportunity in CompanyHub, it automatically generates an estimate in QuickBooks Online. This provides a seamless transition from a sales lead to a financial assessment.
As follow-up activities occur in CompanyHub, they are logged as journal entries in QuickBooks Online. This keeps your accounting system informed of potential financial impacts of ongoing sales efforts.
And much more...