Our QuickBooks CRM integration connects seamlessly with QuickBooks Online so you can easily view invoices, estimates and overdues right alongside your customer data.
Already have an account?
Connect Capsule to QuickBooksThe QuickBooks Online integration keeps your customer data in sync with Capsule and gives you an overview of important financial information without ever needing to leave Capsule.
For each contact our QuickBooks summary card will display the total amount of invoices and estimates.
Simply expand your QuickBooks summary card to see invoices in detail.
Quickly create invoices and estimates as a lead moves through your sales process.
Requires a QuickBooks Online account. Sign up for QuickBooks Online