CarryTheOne Accounting Integrations (e-conomic, FreshBooks, KashFlow, Xero) for Salesforce AppExchange

Does your organization spend hours every month creating invoices manually for opportunities? There is a better way: With CarryTheOne's connector your opportunities, including customer information, are imported automatically into your accounting application, saving your organisation time for more productive tasks. Once up and running, your opportunities will be imported almost instantly when they reach your desired trigger stage (e.g. ‘Closed Won’).

Selection of Features

• Import process runs automatically
• Invoices are intelligently matched to existing customer records; if no record is found, a new customer record is created on-the-fly.
• Option to define payment methods (using a custom field) for different invoice handling depending on the method used
• Automatically match items ordered with items in your accounting application (where supported) and create items where necessary
• Automatically generates credit notes for opportunities (optional and configurable)
• Worldwide tax support including Sales Tax, US State Tax, VAT, GST, PST and HST
• Multiple options to handle tax
• Multiple currency support

For a full list of features please see our website.