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Apptivo + QuickBooks Online Integrations

Appy Pie Connect allows you to automate multiple workflows between Apptivo and QuickBooks Online

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Apptivo

Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.

About QuickBooks Online

Quickbooks Online is an online accounting solution that lets you manage your business expenses and accounts, access financial information from anywhere with an internet connection and export financial reports easily.

QuickBooks Online Integrations
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Best ways to Integrate Apptivo + QuickBooks Online

  • Apptivo QuickBooks Online

    Apptivo + QuickBooks Online

    Create Customer to QuickBooks Online from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    QuickBooks Online Create Customer
  • Apptivo QuickBooks Online

    Apptivo + QuickBooks Online

    Create Invoice to QuickBooks Online from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    QuickBooks Online Create Invoice
  • Apptivo QuickBooks Online

    Apptivo + QuickBooks Online

    Update Invoice in QuickBooks Online when New Lead is created in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    QuickBooks Online Update Invoice
  • Apptivo QuickBooks Online

    Apptivo + QuickBooks Online

    Create Sales Receipt to QuickBooks Online from New Lead in apptivo Read More...
    Close
    When this happens...
    Apptivo New Lead
     
    Then do this...
    QuickBooks Online Create Sales Receipt
  • Apptivo QuickBooks Online

    Apptivo + QuickBooks Online

    Create Customer to QuickBooks Online from New Case in apptivo Read More...
    Close
    When this happens...
    Apptivo New Case
     
    Then do this...
    QuickBooks Online Create Customer
  • Apptivo {{item.actionAppName}}

    Apptivo + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Apptivo + QuickBooks Online in easier way

It's easy to connect Apptivo + QuickBooks Online without coding knowledge. Start creating your own business flow.

    Triggers
  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

  • New Account

    Triggers whenevver a new account is added.

  • New Bill

    Triggers every time a new bill is added.

  • New Customer

    Triggers when you add a new customer.

  • New Estimate

    Triggers whenever you add a new estimate.

  • New Invoice

    Triggers every time you add a new invoice.

  • New Payment

    Triggers everytime a payment is received (with line item support).

  • New Purchase Order

    Triggers every time a new purchase order is added.

  • New Sales Receipt

    Triggers whenever a new sales receipt is added.

  • New Vendor

    Triggers every time a new vendor is added.

    Actions
  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • Create Customer

    Adds a new customer.

  • Create Invoice

    Adds a new invoice (with line item support).

  • Create Sales Receipt

    Adds a new sales receipt (with line item support).

  • Update Invoice

    Refresh an existing invoice (with line item support).

How Apptivo & QuickBooks Online Integrations Work

  1. Step 1: Choose Apptivo as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick QuickBooks Online as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Apptivo to QuickBooks Online.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Apptivo and QuickBooks Online

Apptivo

Apptivo is an online business management spution that offers services for managing customer relationship, operations and sales. Apptivo’s applications are designed to provide integrated sputions for businesses of all sizes.

QuickBooks Online

QuickBooks Online is a cloud-based software application that allows users to manage their business accounting processes on the web. The software works as a combination of accounting tops, reporting and payrpl features that is offered by Intuit.

Integration of Apptivo and QuickBooks Online

Apptivo integrates with Intuit products including QuickBooks Desktop, QuickBooks Enterprise Sputions, QuickBooks POS and QuickBooks Payments. These sputions enable businesses to manage their financial transactions in real time along with generating reports and invoices directly from within the application. This helps businesses to significantly reduce transaction processing time. In addition, users can access data stored in other Intuit applications like QuickBooks Cloud Hosting and QuickBooks Payments.

The integration of Apptivo with QuickBooks Online is a one-click process that enables users to transfer data easily between the systems. Users can import data into Apptivo from QuickBooks Online through a simple drag & drop feature or export data from Apptivo to QuickBooks Online in a similar manner. The data transfer feature allows users to move information such as customers, vendors, jobs and invoices between the two applications quickly. This allows businesses to make changes to their customer lists and other important information about their business operations quickly.

Figure 1. Integration of Apptivo and QuickBooks Online

Benefits of Integration of Apptivo and QuickBooks Online

The integration of Apptivo with QuickBooks Online provides businesses with several benefits that include:

Integrated sputions for managing customer relationships and operations

Automated invoice generation for customers with payment due date information automatically populated on invoices

Automated reconciliation between payments received from customers and transactions recorded in QuickBooks Online

Real-time integration between QuickBooks Online and Apptivo that updates invoice status as soon as it is paid or rejected by the customer without requiring manual intervention by the user

Invocations between Apptivo and Intuit products like QuickBooks POS and QuickBooks Payments, which enables easy payment acceptance by all customers through credit/debit cards, checks and bank account transfers (ACH)

Easily transfer information such as customers, vendors, jobs and invoices between Apptivo and QuickBooks Online through a one-click import/export feature, which helps businesses to make changes to key business information quickly and efficiently

Figure 2. Benefits of Integration of Apptivo and QuickBooks Online

Figure 3. Invocations between Apptivo and Intuit products

The process to integrate Apptivo and QuickBooks Online may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.