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.
Basecamp's unique set of tools provides everything a team needs to stay on track with whatever project they're working on.
Basecamp 3 IntegrationsQuickBooks Online + Basecamp 3
Create Project to Basecamp 3 from New Payment in QuickBooks Online Read More...QuickBooks Online + Basecamp 3
Add Person to a Project in Basecamp 3 when New Payment is created in QuickBooks Online Read More...QuickBooks Online + Basecamp 3
Create Project from Template to Basecamp 3 from New Payment in QuickBooks Online Read More...QuickBooks Online + Basecamp 3
Create Message to Basecamp 3 from New Payment in QuickBooks Online Read More...QuickBooks Online + Basecamp 3
Create To do List to Basecamp 3 from New Payment in QuickBooks Online Read More...It's easy to connect QuickBooks Online + Basecamp 3 without coding knowledge. Start creating your own business flow.
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.
Triggers when a new comment is created in a basecamp.
Triggers when a new document is created in a folder.
Triggers when a new document is uploaded in a folder.
Triggers when a new message is created in a basecamp.
Triggers when a new person is available in the account
Triggers when a new project is created.
Triggers when a new schedule entry is created in a basecamp.
Triggers when a new to-do list is created in a basecamp
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).
Adds or creates a new person to an existing project.
Creates a Campfire message.
Creates a new comment in a message.
Creates a new document in a folder.
Creates a new message in a message board.
Creates a new project.
Creates a new project using a template.
Creates a new schedule entry in a schedule.
Creates a new to-do in a to-do list.
Creates a new to-do list in a to-do set.
To revoking access from existing people
Uploads a new file in a folder.
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(10 seconds)
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(2 minutes)
Topic. QuickBooks Online and Basecamp 3, and what are the benefits of integrating them?
B1. Time-saving
The integration allows users to access all their projects from a single platform. Using this, they can view their latest updates and get updates on any delays that have occurred so they can act accordingly. This allows users to save time because they do not need to visit multiple platforms to check on their progress for each task. Users can also spend less time looking for updates because they will get push notifications from QuickBooks Online whenever there is an update on any of their projects. When users get push notifications, they will be able to access their work from anywhere because both applications are available on mobile devices.
B2. Easy to access work information
B2a. Easy access to customer details
Users can sync their information between QuickBooks Online and Basecamp 3 to ensure that they always have all their customer details readily available. They can access this information from either platform using their login details. This saves users time since they do not need to keep looking up customer information when they are working on a task. They will also not miss any important details about a customer when they only have one source of information about each customer.
B2b. Easy access to project/task details
Users can also sync their information between the two applications to ensure that they always have their work at hand. They can easily access details about clients’ projects; schedule, deadlines, messages and other updates related to the project. They can also view other team members’ work through the project board so they know where everyone is with their tasks. The synced information makes it easier for team members to cplaborate when they can share project information with each other without needing to request for it from each other every time they need it. This reduces the number of emails that team members send back and forth as they no longer need to ask each other questions or request for project updates.
The process to integrate QuickBooks Online and Basecamp 3 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.