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QuickBooks
See what every account has paid, next to its pipeline.
Sync invoices, customers and payment history. Account health data feeds directly into targeting.
Overview
Connect QuickBooks Online and Alta reads customers, invoices and payments. Qualify on what accounts actually spend and keep receivables in view.
Sync invoices, customers and payment history. Account health data feeds directly into targeting.
How it works
Qualify on real spend
Use invoices and payments to decide which accounts matter most.
Receivables at a glance
See open and overdue invoices by customer.
Finance next to CRM
See what each account has paid next to its pipeline.
What syncs
From QuickBooks
- Customers
- Invoices
- Payments
- Accounts
- Items
Set up
01
In Alta, open Connectors and pick QuickBooks.
02
Add your QuickBooks Online credentials and company (realm) ID.
03
Choose which tables to sync and how often.
QuickBooks
Book a demo
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