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Pickle
April 18, 2024
Question

Has anyone found an app or linked software to QBO that is useful for Accounts Receivable?

  • April 18, 2024
  • 1 reply
  • 0 views
Notes regarding customer payments would be really useful and a history of debtor days. Having to rely on manual manipulation of data from QBO into Excel.

1 reply

4
4Gal
April 18, 2024

Do you run a service business? You can use a proposal management app to integrate with QBO. Another option is CRM or Project Management app.

E
Erika_K
April 18, 2024

Greetings, Pickle.

 

I understand the importance of seamless integrations of applications to QuickBooks Online (QBO). 

 

While we're unable to directly recommend an application for managing your Account Receivable data, you can follow 4Gal's suggestion. Alternatively, you can visit the QuickBooks App Store or locate the Apps menu on your QBO account to look for applications that work well with the program.

 

I'll show you how: 

 

  1. On the left navigation panel, choose Apps.
  2. Choose the Find apps tab.
  3. Select the application that suits your preferences.
  4. Click Get app now. 

 

Furthermore, I've added these resources to guide you in managing third-party applications after linking them to your QBO account: 

 

 

If you have more inquiries about integration to QuickBooks, comment below. We're available anytime to assist you. Take care and have a good one! 

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