QuickBooks Integration
ConnectBooster provides a direct payment and accounting integration for QuickBooks. Simplify your billing process using ConnectBooster’s integration with QuickBooks.
Get Integrated with QuickBooks Today!
Automate your entire collection process with ConnectBooster’s QuickBooks Integration. Through a custom payment portal, MSPs can reduce their aging accounts receivables from 30+ days to 1.5 days, and eliminate time-consuming billing tasks to get paid on time, every time.
How QuickBooks And ConnectBooster Help Your Business With Billing
Designed for IT Service Providers, ConnectBooster eliminates common billing problems that prevent them from collecting predictable recurring monthly revenue. By using customizable billing rules to collect with optional zero-touch AutoPay, then reconciling all payments made directly into your QuickBooks software, ConnectBooster automates the entire billing process from invoice to payment.
Even if an invoice includes variable or fluctuating billing amounts, ConnectBooster pulls that information, saving your accounting team countless hours of manually adjusting invoices, as well as preventing billing errors. Customers who don’t want to sign up for autopay still have the convenience of paying their bills through a secure custom-branded payment portal.
QuickBooks offers cloud-based accounting software products and financial management solutions that are used by thousands of organizations to improve company performance and make finance more productive.
Give Customers A Better Billing Experience With ConnectBooster And QuickBooks
With full transparency to view invoice history and the ability to manage payment options 24/7, customers can easily update credit card and ACH bank payment information. Providing your customers a professional billing experience, all the while accelerating your collections process.
In addition to giving clients the ability to pay via their preferred credit or debit card, MSPs can implement the “cash discount” feature. This feature gives QuickBooks users the ability to recoup processing fees and improve their margins with clients who prefer to self-finance using a credit card.
Managed service providers and their customers can have peace of mind as customers’ payment information is stored off of their internal network. As ConnectBooster integration with QuickBooks offers a fully PCI Compliant Payment Vault, ensuring managed service providers do not compromise customer payment information.
Standard Benefits QuickBooks Users Receive
Simplify the PCI Compliance process.
Save 2-4 hours a week on redundant accounting tasks.
Lower accounts receivables by 30 days.
Increase billing transparency with customers.
Key QuickBooks Integration Features
- Accept credit cards and ACH payments.
- Synchronize email addresses for simple client login and billing notifications.
- Automatically pay invoices based on terms or amounts.
- Net 10 / 20 / 30 / Due on Receipt, or create your own.
- Payments automatically reconcile to GL account and mark invoices as paid.
- Synchronize email addresses for simple client login and notifications.
- Easily view and print identical QuickBooksOnline invoice template copies.
- Automate Past Due invoice and statement email reminders.
- Store client’s payment methods for future use through our PCI Compliant encrypted payment gateway.
- Customizable/branded portal (logos/colors & ad-cards).
- Automated account summary notifications.
- View if clients are receiving invoices through email history tracking.
- Automatically update customers’ cards when issuing bank makes changes.
- Automatic and on-demand integration sync capabilities.
Setting Up Your ConnectWise Manage Integration Is Easy
Getting started with ConnectBooster is easy. Our team will completely set up your payment portal and provide an installation call to train your team on using the portal. We also set up the integration with ConnectWise Manage and your accounting software.
Already a ConnectBooster partner? Click here to set up your integration.
Beyond a dedicated support team, managed service providers can access continued training and online documentation to ensure they receive their clients’ best value.