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INTEGRATIONS

QuickBooks

Get so much more from your QuickBooks implementation by connecting it with Tabs.

quickbooks

Overview

The QuickBooks (QBO) integration with Tabs allows finance teams to streamline their accounting and invoicing processes. By syncing QuickBooks with Tabs, users can automate billing, track invoices, and consolidate financial data, reducing manual entry and improving accuracy.

Features

  • Bi-directional Sync: Automatically sync invoices, payments, and customer information between Tabs and QuickBooks
  • Timely Data Flow: Automatically refreshed data daily, or manually using the "Resync" feature in Tabs
  • Automated Invoicing and Payments: Create customers, invoices and payments seamlessly from within Tabs and reduce the need to create these manually within QBO
  • Financial Reporting: Access historical invoice and payments data for accurate financial tracking and reporting within Tabs, including Aging Report, DSO, and Cash Forecasting

Benefits

  • Saves time and reduces errors with automatic data syncs
  • Provides better visibility into cash flow and outstanding invoices
  • Improves efficiency by automating repetitive financial tasks
  • Ensures accurate, up-to-date financial records for reporting and analysis

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“There are a million platforms that help you manage spend, but Tabs is unique in that it actually helps me get the company’s money faster. ”

Alan Federman, VP of Finance, Canvas