Stop moving information between your answering service and your accounting software. ServiceForge pushes call data straight to QuickBooks so your records stay accurate, your invoicing stays on track, and your team can spend more time on the job.
How it Works
When your ServiceForge team takes a call and logs details, QuickBooks can get updated automatically with new contacts created and existing records refreshed.
How to Connect
In your ServiceForge app, go to Advanced Settings > Integrations > QuickBooks.
Enter your QuickBooks username and password.
Done. ServiceForge and QuickBooks are now working together.
FAQs
What information comes through? New caller contact details, the nature of their inquiry, and updated records for existing contacts and customers in QuickBooks.
Can I customise it? Yes, you set which fields get populated when you configure the integration.