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Aug 18, 2021 12:57 PM UTC
Question

How do I integrate standard docusign with quickbooks plus?

I am unsure if it's possible to connect standard docusign with quickbooks plus, or if I need a higher tier of both softwares? I tried working with docusign and they said I needed to talk to someone at quickbooks to set it up. Has anyone done this? Thank you.

1 reply

Fiat Lux - ASIA
Aug 18, 2021 1:56 PM UTC

Afaik, we are able to utilize Docusign automatically with QBO Advanced.

https://quickbooks.grsm.io/US

https://quickbooks.grsm.io/us-promo

 

If you are using a lower plan (e.g QBO Plus), you may explore to use a 3rd party connector.

https://automate.io?ref=quickbooks

 

Another option, if you run an exporter company, you may consider this app