QuickBooks CRM Integration

The 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.

• View the total sum of paid or open invoices

  For each contact our QuickBooks summary card will display the total amount of invoices and estimates.

• View open, outstanding or overdue invoices

  Simply expand your QuickBooks summary card to see invoices in detail.

• Create invoices and estimates

  Quickly create invoices and estimates as a lead moves through your sales process.