🔗

Apps

Apps let you connect Portal with other applications. We will continue to add support for new apps over time. Please get in touch if you have a specific request.

QuickBooks

With the QuickBooks integration, you can log in to your QuickBooks account and data from your portal is automatically synced with QuickBooks. Specifically:

  1. When an invoice is sent to a client, that invoice will also be added in your connected QuickBooks account.
    1. If the client already exists in QuickBooks, no new client will be created.
    2. If the client doesn't yet exist in QuickBooks, a new client will be created.
  2. Each line item in an invoice is associated with the default Sales service setup in quickbooks.
  3. When your client pays for an invoice or you mark an invoice as paid that Payment will be recorded in QuickBooks and associated with the appropriate invoice.
  4. If you void an invoice that was sent to a client it will be deleted from your QuickBooks account.

Xero

Coming soon.

Have a question? Contact us or schedule a support call anytime.