QuickBooks Online is coming soon

Jo White posted in Product July 3, 2019

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!

New integration sidebar

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.

What to expect

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.

Read more about product

Investing in Capsule

Investing in Capsule

Last year we celebrated our 10th anniversary of Capsule. It was a chance to reflect on how Capsule has grown with thousands of customers in...

June 2020 Product Updates: New Task Assignment Emails, More Customization and Enhanced Security

June 2020 Product Updates: New Task Assignment Emails, More Customization and Enhanced Security

## Receive Task Assignment Emails Stay in the know by receiving an email whenever a task is assigned to you. You can opt in to...

The easiest way to organize your CRM data

If you're looking for an easy way to organize your data, Capsule Tags and DataTags will help. Here's all you need to know.

Get started

Trusted by thousands of businesses worldwide

Sign up for free