Customer Success Software that Integrates With QuickBooks
QuickBooks is an accounting software solution for small businesses, enterprises, and accountants. The product features include invoicing, payments, receipts, sales and expense tracking, payroll, data syncing. QuickBooks also provides the ability to work with an accountant. QuickBooks provides an online mobile app for the iPhone, iPad, and Android that syncs across devices. QuickBooks also provides add-ons for payroll, payments, advanced inventory, Point-Of-Sales (POS), financing, Demandforce and American Express OPEN.
QuickBooks integrates with other applications such as TSheets Time Tracking, Bill.com, eCC Cloud and SOS Inventory. QuickBooks has millions of customer worldwide.
How to Connect QuickBooks and Akita
Step 1
Head to the Integrations section in Akita. You’ll find it under Settings (the cog icon ) in the left menu bar.
) in the left menu bar.
Step 2
Click the Connect Provider button.
QuickBooks
Step 3
Select QuickBooks from the list of available integrations.
Step 4
Click the link to begin the connection process.
Connect
Within QuickBooks follow the prompts to approve the Akita integration.
That’s it – all done!
Your QuickBooks Customer Data in Akita
- Once connected, your Akita account will begin populating with your QuickBooks data.
- This data will appear alongside all your other customer interactions for a 360° view.
- Segment your accounts based on data from your QuickBooks account, and from your other business tools.
- Define lifecycle stages and make sure customers stay on track.
- Build Customer Success playbooks, alerts, health scores and more — all using the wealth of data gathered from your integrations.