Quickbooks Online + Close Integration

If you're an ecommerce business owner who uses Quickbooks Online to power your online store, you'll be happy to know that when a new contact is created in Close, this automation will automatically create a customer in Quickbooks Online.

This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.

Creating a new Quickbooks Online customer for every new Close contact is a great way to keep your databases in sync. This way, you can be sure that your customers' information is accurate and up to date, and that you're able to track their purchase history.

Additionally, this Close - Quickbooks Online integration can help you to better understand your customers' needs and preferences, and to target your marketing efforts more effectively. By keeping your Quickbooks Online and Close systems in sync, you can provide a better experience for your customers and thereby improve your business's bottom line.

Do you use Close to keep track of your company's opportunity? If so, did you know that you can also use it to create invoice directly in Quickbooks Online?

This can save you a lot of time and hassle since you won't have to manually enter any information. Just set up this automation and start billing your customers right away.

When you make a payment in Quickbooks Online, be sure to create a task in Close! This will ensure that your team is aware of the payment and can update the books as needed.

Creating a task also allows you to track the progress of the payment and ensure that it is processed properly. Don't forget to include a due date so that your team knows when it is due!