Finance & accounting
Quickbooks for your Agent
Flow can read invoices, payments and accounts in Quickbooks and use the figures in your bids.
It asks for your approval before it changes anything in Quickbooks. Connect by signing in with Quickbooks.
Connect Quickbooks in three steps
01
Connect an account
In Tendersight, open Settings, then Integrations, and connect Quickbooks.
02
Choose what the Agent may do
Choose the Agent’s access: Read only, Read and write, or Disabled.
03
Ask, or let an event start the work
Ask Flow, or have it set up an event trigger for Quickbooks.
What Flow can do depends on what Quickbooks offers through its API and on the access you choose.
Things to ask
Type these to Flow once Quickbooks is connected.
- Quickbooks
Pull our turnover for the last three years from Quickbooks for the financial standing section.
- Quickbooks
List unpaid Quickbooks invoices from public buyers.
About Quickbooks
Quickbooks is cloud-based accounting software for managing your business finances. It helps you track income, expenses, and gain insights to streamline your workflow.
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