SwiftSignQuote and QuickBooks for sign businesses
Updated
Yes. QuickBooks is connected from go-live, so your accounting stays where it is.
Your customers price, order and pay on your own website, and invoices go where they already go.
Key takeaways
- QuickBooks is connected from go-live.
- Invoices go where they already go.
- Your accounting stays where it is. There is no new accounting software to learn.
- CRM and production system bridges are calibrated for you during onboarding.
What goes into QuickBooks?
Invoices go where they already go. Xero, QuickBooks, Sage, MYOB or whatever you use, connected from go-live.
Your customers price, order and pay by card on your own website, and your books stay in QuickBooks.
Orders and invoices flow into your existing QuickBooks setup, so there is no re-keying and your payment terms keep working exactly as they do today.
Trade customers in your portal can be sent draft invoices through QuickBooks with your payment terms, or check out and pay by card.
When is QuickBooks connected?
From go-live. Accounting is part of what we set up for you, so QuickBooks is connected from the day you go live.
Do I have to change accounting software?
No. Your accounting stays where it is. Keep QuickBooks, and SwiftSignQuote works alongside it from go-live.
Which other systems does it connect?
Calibrated for you during onboarding: HubSpot, GoHighLevel, Pipedrive and other CRMs we agree in your implementation, and the production or job system you run.
Card payments run through Stripe.
The full list is on the integrations page. What we set up for you is on the done-for-you page.
Don't see the integration you need?
Let us know, and we'll integrate it for you during onboarding.
Other integrations: HubSpot, GoHighLevel, Pipedrive, Xero and MYOB. See how it all connects.
Frequently asked questions
Does SwiftSignQuote work with QuickBooks?
Yes. QuickBooks is connected from go-live, and invoices go where they already go.
When is QuickBooks connected?
From go-live, as part of what we set up for you.
Do I have to change accounting software?
No. Your accounting stays where it is.
Can I use Sage or another accounting system?
Yes. Xero, QuickBooks, Sage, MYOB or whatever you use is connected from go-live.
QuickBooks is a trademark of its owner.
See it with your own systems.