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Easy invoice management

CONVERT LEADS TO PAYING CUSTOMERS

QuickBooks simplifies tiresome accounting processes for small businesses. It keeps you up-to-date with your earnings and expenses at all times. After integrating QuickBooks, you can create, view, edit and print invoices in amoCRM.

How it

works

Invoicing clients is easy with the QuickBooks integration. It allows you to generate bills and check payment statuses from within amoCRM lead cards. You can also set up automations in Digital Pipeline that automatically create invoices or change the lead stage. Plus real-time sync with Quickbooks autofills company and invoice details with information from your QuickBooks account.

How to

integrate

Register for a QuickBooks account and then install the widget in amoCRM through the Integrations section in the Settings tab. You can also connect the widget by setting up a stage-specific automation in the Digital Pipeline. Go to the setup section in the Leads tab. Click on a cell in the stage you want to add the automation, scroll down to widgets, find the QuickBooks card and click install.

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