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QuickBooks Integration

Call data captured and customer records updated so your invoices are ready to go.

Stop moving information between your answering service and your accounting software. ServiceForge pushes call data straight to QuickBooks so your records stay accurate and your team can spend more time on the job.

How it Works

When your ServiceForge team takes a call and logs details, send that information directly to QuickBooks.


How to Connect

  1. Set your trigger - call answered

  2. Set your action - create lead in QuickBooks

  3. Map the fields you want populated


FAQs

What information comes through? New caller contact details and their message in QuickBooks.

Can I customise it? Yes, you set which fields get populated when you configure the integration.

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