QuickBooks Online
QuickBooks integrates seamlessly with Capsule 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.
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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.
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View open, outstanding or overdue invoices
Simply expand your QuickBooks summary card to see invoices in detail.
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Create invoices and estimates
Quickly create invoices and estimates as a lead moves through your sales process.
Connect Capsule to QuickBooks Online.
Requires a QuickBooks Online account. Sign up for QuickBooks Online