QuickBooks
Why syncing my Pipedrive to Whaly?
Syncing your QuickBooks account can be useful for various cases:
Track your revenue
Analyse your balance between your spendings and revenue to make sure that you remain profitable
Reconcile your Invoices with your CRM data to identify the customer that are not paying you
Alert Customer Care when customers are not paying their Invoices
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Which QuickBooks data is synced by Whaly?
Whaly 🐳 is currently syncing the following data:
Customer: A customer is a consumer of the service or product that your business offers.
Invoice: An Invoice represents a sales form where the customer pays for a product or service later.
Invoice Line Item: Individual line items of a transaction.
You can find the relationship between all those objects here.
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