By creating a sync between Capsule and Quickbooks, colleagues in accounting can count on the addresses in Quickbooks to be correct and up to date and vice versa.
It can also automatically send customer information from Capsule to Quickbooks when a deal is closed so that invoicing can begin. This saves your teams loads of time and ensures that customer data is up to date across all your apps.
Through PieSync your sales team can now smoothly hand over the necessary contacts for invoices to accounting and vice versa
2. Setup a two-way sync between your invoicing app and your CRM.
3. Set up a rule in PieSync to sync contacts from Capsule to Quickbooks using tags such as “invoice recipient”. This way, colleagues in accounting can rely on recipients’ address information to be correctly pre-filled out in Quickbooks, no more double checking. Smooth handover!
4. The cherry on top: Quickbooks can track whether a contact still has open invoices or not to their name. Since PieSync works 2-way, as soon as the invoice gets paid and is logged in Quickbooks, the tag disappears in Capsule. Make sure you switch on the toggle next to “Undo”. The toggle is located under the rule on the PieSync dashboard.
5. Hit “SYNC” once you’re happy with your configuration.
That’s it! You’ve got your accounting and sales teams all aligned. Have you thought about aligning your other teams such as marketing or customer ware?
Learn how you can do this and more in our latest PieSync Recipe book: