Dubsado can be defined as a well-conceived CRM (Client Relationship Management) tool which allows its user to send contracts and invoices, handle project management, manage bookkeeping, create questionnaires, send and receive emails, and more. In all types of organizations worldwide, Dubsado has become popular because it provides benefits like smooth lead capturing and receiving inquiries from potential customers, custom branding, creating automated workflows, creating and automating Contracts, Invoices, and Proposals, effective bookkeeping tools and creating impressive client portals.
QuickBooks is most suited for small and medium-sized businesses and also offers comprehensive bookkeeping functionality. Likewise, Dubsado offers impressive products which are suitable for several business owners and so many organizations prefer integration with QuickBooks.
Firstly, users are supposed to authenticate their Dubsado and QuickBooks accounts
Then, the user should pick any of these apps as a trigger that will kick off their automation
Subsequently, the user should now choose a resulting action from the other app
Thereafter, the user should choose the data to be sent from one app to the other
If the user has multiple companies in their QuickBooks account then do select the one which he wants to connect and then click Next.
Users are supposed to do a few more settings to configure before the integration set-up.
Dubsado curtails tedious business tasks in organizations and helps managers in maximizing the company’s profits. It encourages client contractor’s relationship in the contract signing process as users can easily create new contract proposals and can send it digitally to the client. It makes time-consuming tasks (lead generation, tracking, and management) easier and has proved helpful for small business owners and freelancers. It can also automate recurring invoices, create workflows and automate other significant office tasks. Dubsado can create a client portal and helps you stay connected with them which promotes good client business relationships.