FibreCRM integrates with QuickBooks online to seamlessly create clients and invoices in Quickbooks when proposals are won or engagement letters signed in FibreCRM.
- When clients e-sign a FibreCRM proposal, FibreCRM creates the client and Invoice(s) in QuickBooks
- Information flows both ways including payment history and updates
- One-off and recurring invoices are sent to QuickBooks
- Clients receive email with attached QuickBooks invoice as soon as they sign the sales proposal
- Invoices can be generated and automatically emailed to client when client signs engagement letter
- Supports multiple QuickBooks Companies into a single FibreCRM allowing you to segment your clients across multiple QB Companies
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