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Integrate QuickBooks Online with BulkGate

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

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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.

About BulkGate

BulkGate is a messaging platform that lets you engage with your consumers by SMS and other methods from anywhere in the world.

BulkGate Integrations

Best QuickBooks Online and BulkGate Integrations

  • QuickBooks Online Integration BulkGate Integration

    QuickBooks Online + BulkGate

    Send Transactional SMS in BulkGate when New Payment is created in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Payment
     
    Then do this...
    BulkGate Integration Send Transactional SMS
  • QuickBooks Online Integration BulkGate Integration

    QuickBooks Online + BulkGate

    Send Promotional SMS in BulkGate when New Payment is created in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Payment
     
    Then do this...
    BulkGate Integration Send Promotional SMS
  • QuickBooks Online Integration BulkGate Integration

    QuickBooks Online + BulkGate

    Send Transactional SMS in BulkGate when New Estimate is created in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Estimate
     
    Then do this...
    BulkGate Integration Send Transactional SMS
  • QuickBooks Online Integration BulkGate Integration

    QuickBooks Online + BulkGate

    Send Promotional SMS in BulkGate when New Estimate is created in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Estimate
     
    Then do this...
    BulkGate Integration Send Promotional SMS
  • QuickBooks Online Integration BulkGate Integration

    QuickBooks Online + BulkGate

    Send Transactional SMS in BulkGate when New Account is created in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Account
     
    Then do this...
    BulkGate Integration Send Transactional SMS
  • QuickBooks Online Integration {{item.actionAppName}} Integration

    QuickBooks Online + {{item.actionAppName}}

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

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

    Triggers
  • 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
  • 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).

  • Send Promotional SMS

    Sends Promotional SMS to a set of specified phone numbers.

  • Send Transactional SMS

    Sends transactional SMS to specified phone number. It is strictly prohibited to exploit SMS notification for promotional/marketing uses. It must be used for notification purposes only - as a transactional SMS.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How QuickBooks Online & BulkGate Integrations Work

  1. Step 1: Choose QuickBooks Online 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 BulkGate 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 QuickBooks Online to BulkGate.

    (2 minutes)

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

Integration of QuickBooks Online and BulkGate

QuickBooks Online

QuickBooks Online is a cloud-based accounting software that is compatible with many operating systems, including Windows and Mac OS X. It can be used by both large and small companies. The users can pay on a monthly basis, as per their needs.

BulkGate

BulkGate is a top that facilitates bulk invoicing and payment processing for QuickBooks Online users. It provides a way to process payments in one go, along with an invoice. The customers need not fill the same information again while making payments on multiple invoices.

Integration of QuickBooks Online and BulkGate

The integration of QuickBooks Online and BulkGate makes it easy to prepare invoices, send them to your clients, and request for payments for all invoices at once. This saves a lot of time and energy, which otherwise would have been spent on sending individual invoices to each client separately. Also, you do not have to process the payments individually for each invoice. All you need to do is upload all your invoices in BulkGate and wait for the money to come.

Benefits of Integration of QuickBooks Online and BulkGate

There are several benefits of using QuickBooks Online and BulkGate together. Some of them are:

The clients do not have to fill the same information again while making payments on multiple invoices. They can make payments in one go through BulkGate. This saves a lot of time and helps save paper as well. You can download all the payment history details from BulkGate every day so that you get an idea of how much money you have earned through each client. Using this information, you can maintain a good relationship with your clients by providing them with discounts or coupons based on their spending over a period of time. You can also plan your future expenditures accordingly. Additionally, it shows you when your invoices will become past due so that you can take action accordingly. You can simply allocate the income you receive from each client to the expense account that applies to him/her. This helps you keep track of each expense you incur according to the source of its funding. You do not need to process the payments for each invoice one by one as they will be received automatically in your bank account or PayPal account depending on what you have set up in BulkGate. This saves a lot of time, especially if you have a lot of invoices to process for many clients simultaneously. On the other hand, if you use QuickBooks Desktop instead of QuickBooks Online, then there is no chance for integration between BulkGate and QuickBooks Desktop which means you cannot use BulkGate to receive payments for invoices created through QuickBooks Desktop. You can schedule your invoices in BulkGate so that they will be mailed out automatically on the date and time you specify so that you do not have to spend time creating and sending the invoices manually every time. This helps save time, especially if you create a lot of invoices on a daily basis. You can create batches in BulkGate according to your needs so that you can group your invoices according to any criteria you think is relevant. Using this feature helps save time as you can easily find what you are looking for without having to look into every single invoice individually every time. You can add reminders in BulkGate to remind yourself about upcoming events like birthdays or anniversaries so that you can prepare cards or gifts in advance before the actual event takes place. This helps save time as well as money because you do not have to rush around buying presents last minute before any occasion takes place. You can also add notes in BulkGate for any specific reason so that you do not forget anything important regarding the transaction that took place between you and your client(s. For example, if you want to add some special instructions regarding an invoice, then you can do so easily by adding a note in BulkGate instead of writing it on the original invoice itself which may get lost over time due to frequent handling or filing away. There is an option in BulkGate where you can categorize all your invoices according to your needs, such as by type, category, due date etc., so that it becomes easier for you to find what you are looking for when searching for something specific or trying to find patterns in your expenditure or income. You can add tags in BulkGate according to your needs so that it becomes easier for you to search for something specific or trying to find patterns in your expenditure or income again.

The process to integrate QuickBooks Online and BulkGate 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.