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AUTOMATION

QUICKBOOKS ONLINE TO KARBON AUTOMATION

Purpose

The QuickBooks Online (QBOA) to Karbon integration provides a robust two-way contact sync, automatic one-way invoice sync, and automatic two-way payment sync. Its purpose is to eliminate manual data entry, ensure data accuracy across both platforms, and provide real-time updates for contacts, invoices, and payments, streamlining accounts receivable processes and enhancing overall financial management.

Impact

This integration ensures data accuracy without manual entry by allowing client details to be imported from QBOA to Karbon and Karbon contacts to be pushed back to QBOA. Invoices created or sent in Karbon instantly appear in QBOA, eliminating the need to re-enter billing data. Payments collected in Karbon are reflected in QBOA (and vice versa) within seconds, keeping accounts receivable accurate and accelerating cash flow. Built-in error management with in-app alerts highlights any sync failures, duplicates, mismatches, or connectivity issues, allowing you to resolve them proactively. Furthermore, leveraging Karbon's task and time data alongside QBOA's general-ledger capabilities enables powerful bill-in-context reporting to analyze profitability by client, service line, or team member.

ROI:

2 hours saved/day on data entry & reconciliation × 250 working days/year × $100/hr = $50,000/year

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