FreeAgent CRM + Quickbooks Online
Requirements:
- Professional or Enterprise Edition FreeAgent Plans
- Quickbooks Subscription (Simple Start, Essentials, Plus, and Advanced plans) (Pricing)
What you can do:
Sync QBO customers to FreeAgent Accounts so your extended team can stay in sync with Finance
See all invoice information for synced customers
Reduce manual entry by Finance by having your extended team create invoices from Quotes or Orders in FreeAgent CRM & have those invoices automatically created in QBO
See invoice payment updates in real-time in FreeAgent CRM
Our Benefits:
Reduce invoicing errors and save time
How many times does the invoice contain a mistake causing bookkeeping drama? With FreeAgent’s direct integration to QuickBooks you can click a button to auto-create an invoice in QBO that matches your quote or order information, every time. No more manual invoice creation, and way less drama making sure invoices match what was ordered.
Know payment status in real-time
Your extended team can see, in real-time, when customers make payments. No more need to ping finance with endless status requests.
Even send invoices to customers without Finance
Click a button to send a QBO invoice email to customers, right from FreeAgent.
Our Benefits:
Reduce invoicing errors and save time
How many times does the invoice contain a mistake causing bookkeeping drama? With FreeAgent’s direct integration to QuickBooks you can click a button to auto-create an invoice in QBO that matches your quote or order information, every time. No more manual invoice creation, and way less drama making sure invoices match what was ordered.
Know payment status in real-time
Your extended team can see, in real-time, when customers make payments. No more need to ping finance with endless status requests.
Even send invoices to customers without Finance
Click a button to send a QBO invoice email to customers, right from FreeAgent.
Data Sharing Pathway
FreeAgent CRM
Data Flow
Quickbooks Online
Account
Customer
Quote
Invoice
Quickbooks Online Subscriptions Compatible
Resources
- Setup Guide
- Help Center
- Professional Services Team
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