Sync certain customer and invoice data
For our customers who use QuickBooks® software and want to connect customer and invoice data with Syncta, we offer QuickBooks Connection. This feature syncs some information from customer records and invoices between Syncta and QuickBooks (Desktop or Online), which helps reduce the need to enter the same information twice. When a new customer is created in QuickBooks, their basic information (address, phone number, etc.) will be added in Syncta. When triggered, invoices are created in QuickBooks using certain information in Syncta.
Want to learn more about how Syncta’s connection to QuickBooks works? Click here for an overview.
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