Easy API Credential Setup for Integration
To get started, you’ll need to enter your QuickBooks API credentials into your system’s settings. This step is important because it links your account securely and allows data to start flowing between the platforms. Once the credentials are added, the connection is established, and you can begin syncing invoices, payments, and account details without any hassle. Setting this up takes just a few minutes, and after that, you’ll have direct access to QuickBooks features right from your platform, helping you manage your finances more effectively.
Simple Sync for Invoices and Accounts
Syncing your invoices and chart of accounts is straightforward. Once you’ve entered your QuickBooks credentials in the settings, you can quickly connect your system. After that, every time you create an invoice, you can sync it directly with QuickBooks with just a few clicks. The same applies to your chart of accounts—just follow the same setup steps, and you’ll be able to keep both systems updated with ease. This helps keep everything organized so you can focus more on running your business instead of managing paperwork.
Get Real-Time Financial Insights
This integration also helps you understand your financial situation better by giving you access to real-time updates. As your data syncs automatically, you can easily track key financial details like income, expenses, and cash flow. Having this kind of visibility helps business owners and teams make smarter decisions since they can see what’s working and where improvements are needed. Whether you're reviewing your budget or planning for growth, having clear and current financial data makes the process much smoother.
Screenshots from our system
To explore the functionality and usage of these Add-Ons, refer to the accompanying screenshots for step-by-step instructions on how to maximize their features.
Discover More Add-Ons
Unlock even more functionality with additional Add-Ons, providing enhanced networking and customization options for your Dash SaaS experience.
Esewa
The eSewa Payment Gateway Integration in Dash SAAS provides a robust and secure solution for handling online transactions. eSewa, a widely trusted digital wallet and payment gateway in Nepal, allows businesses to offer a seamless payment experience to their customers. By integrating eSewa with Dash SAAS, you can expand your payment options, enhance security, and improve the overall efficiency of your financial transactions.
View More
WhatsApp Chat
The WhatsApp Chat module on Dash SaaS helps businesses communicate with customers easily and efficiently. Instead of switching between multiple apps, you can handle all your WhatsApp conversations directly from the Dash portal. Whether it's answering customer queries, resolving issues, or sharing important updates, this integration allows you to manage everything from one place. With a structured approach to messaging, you can stay organized, reduce response time, and ensure that no customer message goes unanswered. This makes it easier to provide excellent customer service while keeping all conversations in a single, convenient platform.
View More
SalesForce
Elevate your sales strategy with our comprehensive SalesForce Module, offering dedicated themes for Contact Organization, Opportunity Tracking, Lead Management, Account Management, and Case Management.
View More6 reviews for QuickBooks – Dash SaaS Add-On
| 5 star | 66% | |
| 4 star | 33% | |
| 3 star | 0% | |
| 2 star | 0% | |
| 1 star | 0% |
Comments
You must be logged in to post a comment.
There are no comment yet.
Contact Us for Support :
-
You will get immediate support from our support desk. Please visit here https://support.workdo.io/
Item support includes:
- Answer pre-sale questions or query
- Answering technical questions about item's features
- Assistance with reported bugs and issues
- Help with included 3rd party assets
- Free Installation services in some cases
However, item support does not include:
- Customization services
Check Documents & Tutorials
Customization is deep and detailed
Documentation is written for beginners
Code is easy to update
Support is reliable anytime
Features are scalable
Great script and great SUPPORT!