Quickbooks Online + Kartra Integration

When a new Quickbooks Online order is placed, it's important to create a Kartra lead for the customer. This helps to integraiton the customer into your marketing ecosystem and allows you to track their engagement with your brand.

There are a few key pieces of information that you'll need in order to create a new marketing contact: name, email address, and order information. With this information, you can create a new Kartra lead and start sending them targeted communications.

In addition, you can also use this opportunity to upsell or cross-sell other products. By creating a new Kartra lead for every Quickbooks Online order, you can maximize your chances of success with each customer.

As soon as you receive a new Kartra order, you need to generate a corresponding invoice so that you can get paid. With this Kartra - Quickbooks Online integration, a new invoice will be created in your Quickbooks Online software automatically. This way, you can get paid faster and avoid having to manually create invoices for each new Kartra order.

Plus, it saves you time by eliminating the need to manually create invoices. Set up the integration such that the invoice includes all the necessary details such as the order amount, customer information, and other relevant details.

By having this process automated, it will help you get paid faster and more efficiently. Additionally, it will help to keep your accounting records organized and up-to-date. Consequently, this will save you time and hassle in the long run.

So go ahead and activate this integration today to start streamlining your workflow and saving time on accounting. Thank us later!