QuickBooks Integration

Overview

Instantly monitor expenses, construct needed invoices, and get accounting accurate reports.

Pain Point

A long unclosed loop is established every time a client makes a purchase action, where the sales member requests the preparation of an invoice from the accountant, then it’s sent to the client, after payment, fees should be recorded as an income, and received invoice returns and documented. Nothing worse than an unlimited number of back-and-forth transfers.

Use Cases

Every purchase order instantly turns into an invoice via Flash Lead

Let your sales reps make the invoices themselves based on the client’s request, QuickBooks makes it much easier to send the invoice, save the deliverables, and access it anytime and anywhere.