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Insightly CRM & QuickBooks Integration

Integrations > QuickBooks Online

QuickBooks is the industry-standard accounting software for small and medium-sized businesses. It’s built to manage income and expenses while giving you a complete view of your business finances. Customers use the solution to send invoices, create budgets, and prepare taxes. The software is flexible and scalable with affordable pricing.

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Why integrate Insightly and QuickBooks with AppConnect?

QuickBooks helps small businesses manage accounting data. Integrating QuickBooks with Insightly unlocks your accounting data to reduce multiple entries to speed up the sales cycle and improve engagement across touchpoints.

Use Cases: Integrating Insightly and QuickBooks with AppConnect

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  • Automate QuickBooks invoicing when an opportunity is closed/won in Insightly Streamline and speed up your invoicing process. Once you move an opportunity to closed/won, automatically generate a QuickBooks invoice. Changes across applications will be synced, meaning that there’s no delay between these two steps that are mission-critical to your business.
  • Automatically sync customer data between Insightly and QuickBooks when an account is created or updated Insightly should be the central hub of all of your customer information and should drive a single source of truth across all data sources. As new prospects transition to customers, their data must flow between Insightly and QBO to ensure that all data is aligned. By integrating Insightly and QuickBooks, data transfer is automated and you won’t have to duplicate work to replicate data manually across applications.
  • View and manage accounting records within Insightly With a QBO integration, you can view your accounting data directly in Insightly. The platform displays an overview from QBO, including contact information and a financial summary. You can copy details such as contact names and phone numbers from an Insightly record to the corresponding QBO contact to avoid moving between systems.

Connect to 1000+ apps directly from Insightly

Insightly AppConnect is an integration automation application that makes it easy to build sophisticated integrations and workflows between Insightly and hundreds of applications you use across your entire organization.

Insightly AppConnect comes out of the box with hundreds of pre-built app connectors to all the apps you use every day in your organization. Use AppConnect to create workflows across IT, Marketing, HR, Finance, and Sales and Support. New connectors are added every month.

Build your own integrations with a powerful workflow builder

AppConnect is a very easy to use integration design tool that empowers anyone on your team to build out sophisticated integrations and workflows of any complexity level quickly without having to write any code. Connect to hundreds of apps you already use, map fields, transform and manipulate data, perform calculations, then deploy, schedule and trigger integrations in seconds without servers or IT involvement.
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