QuickBooks is an accounting software platform that helps small- and medium-sized businesses, providing them with the ability to manage their books all in one place. They can accept payments, manage and pay bills, and leverage payroll services having all their financial records.
When using BlueSnap AR Automation and QuickBooks together, you can streamline your billing and payments processes, while offering your customers more options for making payments. The bidirectional data flow ensures that all your records stay up to date. BlueSnap AR Automation expands on QuickBooks’s capabilities by offering automatic payment processing, a customer portal, payment link, and customer insights and management.

Key Benefits of a BlueSnap AR Automation Integration to QuickBooks:

Improved Cash Flow
Reduce DSO and operational expenses with highly configurable communication rules and AR workflows.

Improved Forecasting & Planning
BlueSnap automatically tracks your invoices, giving you accurate business data. BlueSnap bidirectionally syncs with QuickBooks for seamless reconciliation and reporting.

Enhanced Customer Experience
Improve communication and enable customers to pay their invoices and balances, update billing information and view important account documents directly through a branded customer portal.

Increased Productivity
Automate each step of your billing, accounting and payment process through one application – no coding required.

Get Started with BlueSnap

Here’s What You Get with a BlueSnap + QuickBooks Integration

  • Streamline AR processes with fully automated customizable workflows and communication rules
  • Enable customers to store their preferred payment methods for hassle-free payments
  • Automatically charge invoices with auto pay rules
  • Highly configurable, multichannel communications, workflows and task automation to increase payments while reducing manual efforts
  • Virtual Terminal for your employees to enter payment information
  • Secure payment links for single or multiple invoices
  • Charge invoices directly from your QuickBooks or AR Automation account
  • Enable fully compliant surcharging to cover the costs of credit card & ACH transactions
  • Secure payment links for single or multiple invoices
  • Easily manage recurring invoices, subscriptions, usage-based billing and automatic payments
  • Save time and streamline processes with communications and dunning automation, turning hours of work into minutes
  • Accept 100+ currencies, major credit/debit cards, ACH, SEPA and digital wallets

How to Get Started with BlueSnap & QuickBooks

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Configure payment settings within QuickBooks

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