We’ve been working on a smart integration with QuickBooks Online over the last few months and wanted to give you a preview of what’s coming.
The first thing you’ll notice is our new sidebar that separates your contact record from the QuickBooks Online information. This design gives your accounting data plenty of space so it doesn’t clog up your contact details. We hope you like it!
We know how complicated your CRM can become when you integrate lots of software tools, the sidebar keeps it clear and easy to read.
You’ll see the QuickBooks online logo in a new column, then all you need to do is click on the logo once for an accounting summary and twice for more detail.
The new sidebar will be released with the QuickBooks Online app and all future integrations will benefit from this new, clean design.
Once you integrate your QuickBooks Online account with Capsule you’ll be able to keep track of all your customer’s invoices, create an invoice directly from Capsule and more.
We’re currently adding the final touches and aim to release this integration soon. We’d love to hear what you think so please get in touch.