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Ekoehler22
Level 1
posted
12 hours ago
last updated ‎November 22, 2024 9:47 AM

Can you connect a sales channel between QuickBooks and Paymode X, or a custom CRM system to better track payments and invoices?

 
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1 Comment 1
Eman_E
QuickBooks Team
QuickBooks Team
9 hours ago

Can you connect a sales channel between QuickBooks and Paymode X, or a custom CRM system to better track payments and invoices?

Welcome to the Community, Ekoehler22. We're thrilled about your interest in integrating online banks with your QuickBooks Online (QBO) account to efficiently track payments and invoices. Let me discuss this matter.

 

QuickBooks Payments isn't supported in the Global region. Therefore, I recommend using the Apps section in the left navigation bar of your QBO to search for suitable third-party integrations. I'll be more than happy to guide you through the process.

 

Here's how:

 

  1. Sign in to your QuickBooks Online account.
  2. Click on the Apps tab on the left navigation bar, and select Find apps.
  3. Use the Magnifying glass icon to search for the app you want to connect or click on the Browse categories dropdown to explore apps by category.

 

image4.png

 

You can also visit this link to discover third-party apps that suit your desired feature: QuickBooks App Store.

 

Your success is important to me, Ekoehler22. I'm just a message away if you need more help with managing your banks. Looking forward to assisting you further.

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