Contractbook in-app Automation builder
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      How can I use Contractbook and QuickBooks integration?

      Now, you can seamlessly access, create, and update a wide range of data types, including Bills, Invoices, and Payments, by synchronizing documents between QuickBooks and Contractbook directly from the in-app Automation Builder.

      QuickBooks integration:

      1. Whenever a sales contract is signed, the following will happen:
      2. Create a new customer and an invoice in QuickBooks automatically 
      3. Create tasks and reminders automatically

      Integrating Contractbook with QuickBooks will enable you to automatically update QuickBooks with contract data to initiate invoicing flows for more convenient accounts management than ever before. 

      Automate your own workflows based on contract templates to save time on tedious manual work and spend it on something more valuable.

      Example use case:

      1. When an employment agreement gets signed in Contractbook.
      2. Then, create a new invoice in QuickBooks.
      3. Click here for a short step-by-step guidance.

      1. Automation trigger → Contract is signed
      2. Automation action → Create an invoice

      QuickBooks is a simple, smart online accounting software that will allow you access to real-time insights. QuickBooks Online is a cloud-based bookkeeping software package used by Small to Medium-sized Businesses to accept payments, pay bills, and manage payroll functions. 

      In this article, we will show you how to execute the complete automation configuration between Contractbook and QuickBooks with our in-app automation builder.