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.
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
Apptivo + QuickBooks OnlineCreate Customer to QuickBooks Online from New Lead in apptivo Read More...
Apptivo + QuickBooks OnlineCreate Invoice to QuickBooks Online from New Lead in apptivo Read More...
Apptivo + QuickBooks OnlineUpdate Invoice in QuickBooks Online when New Lead is created in apptivo Read More...
Apptivo + QuickBooks OnlineCreate Sales Receipt to QuickBooks Online from New Lead in apptivo Read More...
Apptivo + QuickBooks OnlineCreate Customer to QuickBooks Online from New Case in apptivo Read More...
It's easy to connect Apptivo + QuickBooks Online without coding knowledge. Start creating your own business flow.
Trigger when new case created.
Trigger when new contact created.
Trigger when new contract created.
Trigger when new customer created.
Trigger when new employee created.
Trigger when new lead created.
Trigger when new opportunity created.
Trigger when any contact update.
Triggers whenevver a new account is added.
Triggers every time a new bill is added.
Triggers when you add a new customer.
Triggers whenever you add a new estimate.
Triggers every time you add a new invoice.
Triggers everytime a payment is received (with line item support).
Triggers every time a new purchase order is added.
Triggers whenever a new sales receipt is added.
Triggers every time a new vendor is added.
Add new employee.
Create a new case.
Creates a new contact.
Creates a new customer.
Creates a new lead.
Creates a new Opportunity.
Adds a new customer.
Adds a new invoice (with line item support).
Adds a new sales receipt (with line item support).
Refresh an existing invoice (with line item support).
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 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.
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
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.