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Integrate QuickBooks Online with Salesmate.io

Appy Pie Connect allows you to automate multiple workflows between QuickBooks Online and Salesmate.io

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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 Salesmate.io

Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.

Salesmate.io Integrations

Best QuickBooks Online and Salesmate.io Integrations

  • QuickBooks Online Integration Salesmate.io Integration

    QuickBooks Online + Salesmate.io

    Create Contact to Salesmateio from New Payment in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Payment
     
    Then do this...
    Salesmate.io Integration Create Contact
  • QuickBooks Online Integration Salesmate.io Integration

    QuickBooks Online + Salesmate.io

    Create Company to Salesmateio from New Payment in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Payment
     
    Then do this...
    Salesmate.io Integration Create Company
  • QuickBooks Online Integration Salesmate.io Integration

    QuickBooks Online + Salesmate.io

    Create Deal to Salesmateio from New Payment in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Payment
     
    Then do this...
    Salesmate.io Integration Create Deal
  • QuickBooks Online Integration Salesmate.io Integration

    QuickBooks Online + Salesmate.io

    Create Activity to Salesmateio from New Payment in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Payment
     
    Then do this...
    Salesmate.io Integration Create Activity
  • QuickBooks Online Integration Salesmate.io Integration

    QuickBooks Online + Salesmate.io

    Update Contact in Salesmateio when New Payment is created in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Payment
     
    Then do this...
    Salesmate.io Integration Update Contact
  • 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 + Salesmate.io in easier way

It's easy to connect QuickBooks Online + Salesmate.io 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.

  • New Activity

    Triggers when a new activity is created.

  • New Company

    Triggers when a New Company is created.

  • New Contact

    Triggers when a New Contact is created.

  • New Deal

    Triggers when a new Deal is created.

    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).

  • Create Activity

    Creates a new activity.

  • Create Company

    Creates a new company.

  • Create Contact

    Creates a New Contact

  • Create Deal

    Creates a new deals.

  • Update Activity

    Updates an existing activity.

  • Update Company

    Updates an existing company.

  • Update Contact

    Updates an existing contact.

  • Update Deal

    Updating an existing deal.

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

How QuickBooks Online & Salesmate.io 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 Salesmate.io 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 Salesmate.io.

    (2 minutes)

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

Integration of QuickBooks Online and Salesmate.io

QuickBooks Online

The software has been around since 1999 and is currently owned by Intuit. It is a cloud-based accounting and bookkeeping spution that allows small businesses to manage their finances from anywhere, anytime. The software is available for purchase through a multi-year contract or as a monthly subscription. In addition to the desktop version, the software is available on the web, via mobile devices, and as a browser-based app. This software can be accessed through the QuickBooks Online portal. There are over 16 million users of this software worldwide. QuickBooks Online can handle all major currency types and convert currency automatically. It is compatible with Windows, Mac OS X, iOS, Android, and Windows Phone devices. It can handle multi-currency transactions and currency conversions. The user interface was recently redesigned for greater ease of use. The company also now offers a free 30-day trial version for those interested in trying it out before signing up for a subscription plan.

Salesmate.io

This is an online shop management software that allows retailers to manage their ecommerce stores from a single platform. They have a “one-stop spot” where the retailer can manage products, orders, customers, inventory, and accounting from a single dashboard.

Integration of QuickBooks Online and Salesmate.io

The integration of QuickBooks Online and Salesmate.io allows business owners to create invoices directly from the account transactions in QuickBooks Online. Users do not have to manually create invoices in Salesmate.io because auditing of transactions is done automatically in the background. When the invoice is created, it automatically adds the transaction number to the invoice so users do not have to manually enter it. It will appear on the invoice as Transaction ID# 1234. Once the invoice has been created, it will appear on the Salesmate dashboard so it can be sent out to customers. The invoice also appears in the “My Invoices” section of the sales reports that sales teams use to track sales information. This makes it very easy for sales team members to track sales progress of invoices they have sent out to clients. Another advantage of integrating QuickBooks Online and Salesmate.io is that users can quickly create quotes for new customers without having to leave the QuickBooks Online portal. Users simply create the new quote in the QuickBooks Online portal and once approved, they are able to send it out immediately with links to order history for easy reference by customers. The new quote shows up in the “My Quotes” section on the Salesmate dashboard so users can easily keep track of them.

Benefits of Integration of QuickBooks Online and Salesmate.io

Integrating QuickBooks Online and Salesmate.io provides many benefits for small businesses that use these two sputions. Some of these benefits include:

  • Easy Order Management

Integrating QuickBooks Online and Salesmate.io allows users to quickly create quotes for new customers in the QuickBooks Online portal with just a few clicks of the mouse. Once approved, these quotes can be sent out immediately to new customers with links to product history so they don’t have to search for them on their own when making a purchasing decision. This saves time both for the sales team and the customer making it easier for everyone invpved in the buying process. All information about an order is visible in one location making it easier for users to keep track of things like customer names, shipping addresses, etc., increasing efficiency in the entire process.

  • Ease of Accounting Integration

All information associated with an order is visible in one place making it easier for users to keep track of things like customer names, shipping addresses, etc., increasing efficiency in the entire process. All information about an order is visible in one location making it easier for users to keep track of things like customer names, shipping addresses, etc., increasing efficiency in the entire process. Integrating QuickBooks Online and Salesmate.io allows users to see every transaction associated with an order side by side so there is no need to dig through multiple accounts to find important data associated with an order. This means better visibility into sales progress which leads to increased profitability for businesses that use these two sputions together because they can stay on top of sales activity more easily than if they were using them independently from each other from different platforms.

  • Improved Customer Service

Integrating QuickBooks Online and Salesmate.io allows users to see every transaction associated with an order side by side so there is no need to dig through multiple accounts to find important data associated with an order. This means better visibility into sales progress which leads to increased profitability for businesses that use these two sputions together because they can stay on top of sales activity more easily than if they were using them independently from each other from different platforms. Integrating QuickBooks Online and Salesmate allows users to quickly create quotes for new customers in the QuickBooks Online portal with just a few clicks of the mouse. Once approved, these quotes can be sent out immediately to new customers with links to product history so they don’t have to search for them on their own when making a purchasing decision. This saves time both for the sales team and the customer making it easier for everyone invpved in the buying process. All information about an order is visible in one location making it easier for users to keep track of things like customer names, shipping addresses, etc., increasing efficiency in the entire process.

The process to integrate QuickBooks Online and Salesmate.io 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.