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QuickBooks Integration: Simplifying Financial Management

ProjectsForce is robustly integrated with QuickBooks, providing a seamless bridge between your project management and financial operations. Effortlessly create and manage customers, quotes, invoices, credit memos, and more. Sync critical data such as payments, invoice numbers, PO numbers, and other essential financial details with ease. By fully leveraging the capabilities of QuickBooks' API, ProjectsForce ensures a seamless, reliable, and efficient integration, enabling you to streamline financial processes and focus on growing your business.

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QuickBooks Online Integration Features

Triggers (Events that Start Automations):

  • New Account: Triggered when a new account is added.

  • New Bill: Triggered when a new bill is added.

  • Estimate Emailed: Triggered when an estimate is emailed.

  • New Expense: Triggered when a new expense is added.

  • New Invoice: Triggered when a new invoice is created.

  • New Credit Memo: Triggered when a new credit memo is created.

  • New Invoice Paid: Triggered when an invoice is paid in full.

  • New Product: Triggered when a new product is created.

  • New Payment: Triggered when a payment is received (line item supported).

  • New Purchase Order: Triggered when a new purchase order is added.

  • New Supplier Credit: Triggered when a new supplier credit is created.

  • Updated Credit Memo: Triggered when a credit memo is updated.

  • Updated Estimate: Triggered when an existing estimate is updated.

  • New Vendor: Triggered when a new vendor is added.

  • New Customer: Triggered when a new customer is added.

Actions (Automated Tasks):

  • Create Bill (Account or Item Based): Create a new bill tied to an account or customer.

  • Create Deposit: Adds a new deposit.

  • Create Credit Memo: Creates a new credit memo.

  • Create Estimate: Creates a new estimate with line item support.

  • Create Product/Service: Adds a new product or service.

  • Create Invoice: Adds a new invoice with line and bundle item support.

  • Create Payment: Records a payment, optionally linked to an invoice.

  • Create Refund Receipt: Creates a refund receipt.

  • Create Time Activity: Adds a new time activity entry.

  • Update Customer: Updates existing customer details.

  • Update Invoice: Modifies an existing invoice (line item supported).

  • Create Vendor Credit: Adds a new vendor credit.

  • Void Invoice: Voids an existing invoice.

Search (Find and Retrieve Data):

  • Find Account: Searches for an account by name.

  • Find Customer: Finds a customer by name or email address.

  • Find Invoice: Searches for an invoice using various parameters (ID, number, date).

  • Find Products: Locates products by names with line item support.

  • Find Vendor: Searches for a vendor by name.

  • Find Payment: Finds payments by ID.

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