3 Benefits of Our Quickbooks Integration
Are you leveraging the GoFormz and Quickbooks integration?
The GoFormz-Quickbooks integration streamlines daily accounting tasks via real-time data and seamless, automated workflows. Quickbooks, a powerful accounting software, helps users run their businesses, maintain organization, and save time.
Leveraging GoFormz, Quickbooks users can capture and instantly sync data to their Quickbooks records. Conversely, data from Quickbooks can also be used within GoFormz mobile forms. The ability to pass data between connected systems, like GoFormz and Quickbooks, allows users to eliminate administrative bottlenecks to payroll and billing processes. For example, with the GoFormz-Quickbooks integration, users no longer need to manually deliver or rekey invoices or estimates – data collected within these mobile forms are available and processed in real-time.
Here are three examples of how the GoFormz-Quickbooks integration can help streamline and optimize your payroll and billing processes:
Once a mobile form is completed within GoFormz, an invoice or estimate can be instantly generated pre-filled with Quickbooks data. For example, if an estimate were completed for an HVAC job, an estimate populated with corresponding customer and project data from Quickbooks could then be automatically generated. This workflow streamlines billing and client communications while improving professionalism.
Your mobile forms can seamlessly reference Quickbooks data, allowing Drop Down selections and other database fields to instantly populate corresponding fields based on a selected item. For example, if a user completing an invoice were to select a customer’s name from a Drop Down menu, their phone number, email, and address could then be instantly populated within their respective fields.
Automatically create new Quickbooks customer records based on form completion. For example, if a user were to submit an estimate for a new customer, their contact information could then be used to create a new record within Quickbooks.
Looking for more powerful GoFormz integrations? Check out a few of our most versatile integrations here.
