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.
With the QuickBooks integration, you can log in to your QuickBooks account and data from your portal is automatically synced with QuickBooks. Specifically:
- When an invoice is sent to a client, that invoice will also be added in your connected QuickBooks account.
- If the client already exists in QuickBooks, no new client will be created.
- If the client doesn't yet exist in QuickBooks, a new client will be created.
- Each line item in an invoice is associated with the default Sales service setup in quickbooks.
- 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.
- If you void an invoice that was sent to a client it will be deleted from your QuickBooks account.