QuickBooks is a set of business tools for accounting. Service offers a great number of useful features to streamline and simplify the process of accounting. Create purchase orders, professional custom invoices, estimates, deposit slips; track inventory, payments, sales, expenses; monitor banking transactions; automate online calculations and banking. With the basic dashboard, you can view a full audit, recent activities history, task list, charts for Sales, Invoices, Expenses, Profit and Loss, etc. Customize invoicing adding your logo, edit its position, font, header, footer and more. Create discounts, shipping charges and attachments to your invoices. Allow your clients to view, save, pay, print their invoices. Categorize, track and add individual expenses easily. Keep multiple budgets in QuickBooks, use the data from a previous year, manage budgets by location, customer, year, etc. The following features are available as well: project management, payroll, time tracking, reports, sales tax, multi-currencies. Stay organized, collect and analyze a large amount of data and smooth your workflow with QuickBooks.

Why integrate QuickBooks with SendPulse?

Integrating QuickBooks with SendPulse, you don't have to spend time on manual email addresses export because Zapier does it. After the integration is set up, every new customer created in QuickBooks will trigger the creation of a new subscriber in a SendPulse mailing list of your choice. Keep in touch with your clients with multichannel marketing platform and increase your sales.

How do you connect QuickBooks to SendPulse?

Integrating QuickBooks with SendPulse unites these two simple tools to benefit your business. Just follow these steps:

  • Create QuickBooks account
  • Create a new mailing list in your SendPulse account
  • Make QuickBooks to SendPulse zap using Zapier with SendPulse integration
  • Set the kind of interaction you want between these two platforms
  • Set the trigger email you want to send to your contacts

See our Knowledge Base to learn more about Zapier integration.

If you have any questions on how to connect QuickBooks to SendPulse with the help of Zapier, please feel free to contact us.

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