QuickBooks Accounting oleh Bitrix24 Integrations

Beranda
Import and export
QuickBooks Accounting

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Instalasi

367
Pengembang

Bitrix24 Integrations

Deskripsi

Your Bitrix24 CRM retrieves QuickBooks Online (QBO) customers during the first-time synchronization. Now the QuickBooks-generated customers will be automatically synchronized with your Bitrix24 account.

Invoices

QuickBooks Invoices are imported as timeline activities of specific entities used for issuing invoices
QuickBooks customers are imported to Bitrix24 as Contacts or Companies (if the customer entry has a company specified)

Invoice statuses

Invoice status changes are reflected via timeline activities. Status changes also initiate triggers matching to deal's current status
Triggers are initiated in the following stages: new, sent by email and paid

Now, thanks to triggers you can simplify and automate handling of Deals.

And the invoice status registered inside an activity with triggers allow creating any desirable automation setup.

This results in a more convenient and flexible handling procedure for Invoices.

The app works with Bitrix24 commercial plans only.
Free plan users can test it during the trial period and then upgrade to a commercial subscription.

Petunjuk instalasi

Dukungan teknis

Keamanan data

Ditambahkan: 06/15/2021

Dukungan teknis

If you are facing an issue or would like to receive some more information about the app, kindly contact Bitrix24 support. Our dedicated Integrations support team will be delighted to assist you and provide guidance on any inquiries you may have regarding the app.

Additionally, we highly recommend following the steps outlined in this article to troubleshoot common issues in the event that the app is not functioning or connecting as expected.

Petunjuk instalasi

Install the app from Market and check initial settings. The app automatically (or manually) updates company data, contacts or invoices in Bitrix24 when such data is modified in QuickBooks. Bitrix24 companies and contacts will be automatically synchronized with QuickBooks as well.

Keamanan data

Lihat lebih lanjut

QuickBooks Accounting

Aplikasi meminta izin untuk mengakses data:

CRM

full access: view, create, edit and delete leads, contacts, companies, deals, invoices, quotes, activities, user fields etc.

Users

full access: view, create, edit and delete users

Application embedding

full access: view, create, edit and delete widgets

Chat and Notifications

full access: view, create, edit and delete chats and messages; connect users to chats; edit chats; read all chat messages

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