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

  • ...

Which QuickBooks data is synced by Whaly?

Whaly ๐Ÿณ 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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