Connect Quickbooks To Keap | Quickbooks keap integration

Keap is a carefully crafted CRM, sales, and marketing automation tool that supports companies' internal systems and sales, marketing, administration, reporting, and reporting. Great client organisation, fewer monotonous office activities, readily installed automations, and linked apps are all features of this programme. This quickbooks keap integration software's platform consolidates daily tasks and client information into one location, provides a visual drag-and-drop campaign builder for simpler workflows, allows for the sharing of campaigns between accounts, and offers dependable 24/7 chat help and 12/5 phone assistance. Affiliate marketing, marketing automation, sales automation, email marketing, and multi-media marketing are just a few of the technologies that Keap combines into one platform to help businesses run more efficiently. Additionally, Keap supports multi-step sales, marketing automation workflows, and multimedia creation.

Here are the steps to connect QuickBooks to Keap:

Sign up for QuickBooks Online: If you don't already have a QuickBooks Online account, sign up for one. You will need to choose a subscription plan and enter your business information.

Set up the QuickBooks Online integration in Keap: In Keap, go to the Integrations page and select QuickBooks. Follow the on-screen instructions to authorize the connection between QuickBooks and Keap.

Configure the QuickBooks Online integration in Keap: After connecting QuickBooks with Keap, you will need to configure the integration settings. Go to the Integrations page in Keap and select QuickBooks. Click the Settings tab and select the QuickBooks accounts you want to sync with Keap.

Map your accounts: Once your accounts are configured, you will need to map your accounts in QuickBooks to your accounts in Keap. Go to the Integrations page in Keap and select QuickBooks. Click the Mapping tab and follow the on-screen instructions to map your accounts.

Sync your data: After mapping your accounts, you will need to sync your data between QuickBooks and Keap. Go to the Integrations page in Keap and select QuickBooks. Click the Sync tab and follow the on-screen instructions to sync your data.

That's it! You have now connected QuickBooks to Keap, and can sync your data between the two platforms. You can also set up additional integrations between QuickBooks and Keap to streamline your business processes.

Greetings,
Peter