Invoice 1042Paid$2,400.00
Payments
Branded invoices clients can pay
QuickBooks integration
Sync Assembly Payments to QuickBooks
Start for free. No credit card required.
Overview
The QuickBooks Integration is a one-way sync from the Assembly Payments App to your QuickBooks Online account. When you create an invoice, a matching invoice and customer are created in QuickBooks, and changes and payments stay in sync.
Key Benefits
Automatically sync Assembly Payments App invoices and customers to QuickBooks Online.
Match invoices to existing QuickBooks customers, or create them when needed.
Keep invoice changes and payments updated in QuickBooks.
Map Assembly services to QuickBooks items for accurate line items.
Add it, describe your changes, publish
- 01TemplatesClient project trackerMilestones and progress per engagementInstall
Add the template
It installs as a working app you can use as is.
- 02App builderClient project trackerMargotAdd a Client review stage between In progress and Done.AssemblyUpdated. Client review now sits between In progress and Done.Describe a change
Describe your changes
Tell the app builder what to change, from fields to steps, and it adapts the template to your business.
- 03portal.brandmages.comBrandmagesMeridian CorpMWebsite redesign3 of 5 milestones doneNext1LaunchIn progress0Client review1Homepage designDone3DiscoverySitemapWireframes
Publish to clients
It appears in your branded client experience, with sign-in and permissions already handled.
Pair it with the rest of your client experience
Every app connects to the same built-in CRM and appears in the same branded client experience.
Start with the QuickBooks integration template
Start from this template for free and make it yours in minutes. No credit card required.