Quickbooks/Xero Integration

#1

Integrate to get billing info for CRM and Customer Service boards for clients, or to sync contacts.

0 Likes

#2

Thanks @ted

We’ll include Quickbooks/Xero on the list of suggested integrations. :slight_smile:

And welcome to the Forum!

1 Like

#3

Time line? Would love to pull contact/customer list from QBO.

0 Likes

#4

Hey @stone, this will not be added this year, sorry :frowning: We have a lot more high priority features and integrations. Did you try to make it work with Zapier?

0 Likes

#5

@stefan - do ya’ll have any good videos showing how to make things work with Zapier? I’d love to start using it, but lost with how it’d all work well

0 Likes