CarryTheOne Accounting Integrations (e-conomic, FreshBooks, KashFlow, Xero)
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.
Top keywords
- automatically4×2.42%
- opportunities4×2.42%
- tax4×2.42%
- customer3×1.82%
- items3×1.82%
- accounting2×1.21%
- accounting application2×1.21%
- application2×1.21%
- imported2×1.21%
- including2×1.21%
- invoices2×1.21%
- multiple2×1.21%
Quickbooks Online By Tally Integrations
Tally brings QuickBooks Online billing, accounts receivable and payment management directly into Salesforce. Sales, finance and operations teams automate accounting transactions, collect or record payments and track balances without leaving Salesforce. BILLING AUTOMATION Create QuickBooks invoices, estimates, sales receipts, purchase orders, bills, refunds and recurring invoices. Use Salesforce Flow to generate transactions automatically, such as invoicing when an opportunity closes. ACCOUNTS RECEIVABLE Track open, paid, partially paid and overdue invoices, record full, partial or multi-invoice payments, send reminders and download invoice PDFs. PAYMENTS Accept credit card and ACH payments, and record cash, check, wire and external payments, individually or through Flow automation. SYNC Keep QuickBooks Online and Salesforce synchronized across customers, products, invoices, estimates, sales receipts, purchase orders, payments, balances, classes, tax rates and statuses. A Product Sync Health dashboard tracks products. Tally is more than a QuickBooks connector. It is a Salesforce billing, payment, receivables and accounting automation platform for QuickBooks Online.
Top keywords
- payments6×3.92%
- quickbooks5×3.27%
- salesforce5×3.27%
- invoices4×2.61%
- automation3×1.96%
- billing3×1.96%
- record3×1.96%
- sales3×1.96%
