Services
Integrations
When the same customer, order, or invoice gets typed into two systems, an integration can do it for you, without the typos.
Most businesses run on several systems that don't talk to each other. Someone ends up as the bridge: exporting, retyping, and checking that the numbers match. An integration moves that data automatically and tells you when something needs a person.
We have hands-on experience integrating with QuickBooks Online: creating and updating customers, sending invoices and payments, keeping items and prices in step, and pulling accounting data into the tools and reports your team uses.
An integration can stand alone or be part of a micro-app. Either way, we keep it running: when a connected service changes how it works, we update the integration.
What's included
- QuickBooks Online: customers, invoices, payments, estimates, and items
- Records synced between your systems on a schedule or as they change
- Clear logs of what moved, and alerts when something needs attention
- Secure connections using each system's own sign-in and permissions
- Upkeep when a connected service changes
QuickBooks Online
The integration we know best.
- Create customers and invoices from your own system or app
- Record payments and keep balances in step
- Pull accounting data into reports and dashboards
Between your other systems
Most software has a way in: an API, a webhook, or an import file.
- Order, CRM, and work-order systems
- Spreadsheets and shared files
- Email notifications when something changes
Questions about Integrations
Have you worked with QuickBooks Online before?
Yes. We have built QuickBooks Online integrations that create customers and invoices, record payments, and keep items in step with other systems.
What if a system we use doesn't have an API?
There is often still a way: scheduled imports and exports, shared files, or email. Tell us what you use and we'll tell you what's possible.
Who keeps the integration working?
We do. Connected services change over time, and keeping the integration current is part of the work.
Works well with
What would you hand off to an app?
Tell us about the job. We'll tell you what it would take.