Step 1
Log In to FlexPoint
Step 2
Access Integrations
Step 3
Connect to Quickbooks Online
Step 4
Login when prompted!
Step 5
Start Syncing
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Integrate FlexPoint + QuickBooks Online
Seamless Integration for Streamlined Financial Management
BENEFITS
Why FlexPoint and QuickBooks Online?
With the FlexPoint + QBO integration, unlock the full potential of your MSP’s billing management. Reduce your manual workload with smooth data syncing.
Sync data both ways
Automate the flow of data between both tools. All financial information is updated in real time, which eliminates discrepancies and reduces the need for manual data checks.
Eliminate manual data entry
Minimize the need for manual entries and reduce human errors with automated data input. Ensure higher data integrity and free up your staff to focus on more strategic financial activities.
Automate deposit reconciliation
Streamline your financial operations by automating the reconciliation process. Payments, invoices, and deposits are perfectly aligned, reducing errors and saving time.
The Difference with
Quickbooks Online and FlexPoint
Experience a transformative shift in how your MSP handles financial tasks. This side-by-side comparison highlights the enhancements in efficiency, accuracy, and productivity before and after integrating QuickBooks Online with FlexPoint.
Before
After
Manual entry of invoice data in QuickBooks, susceptible to errors and delays.
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Two-way sync ensures data consistency between QuickBooks and FlexPoint, reducing errors and saving time.
Reconciliation of payments and deposits is manual and error-prone.
Automated reconciliation in real-time, minimizing errors and freeing up time for strategic tasks.
Financial insights delayed due to manual data compilation.
Immediate access to real-time financial insights through integrated dashboards.
Compliance and audit trails are challenging to manage and maintain.
Simplified compliance management with automated logs and reports, ensuring standards are effortlessly met.
Difficulties in tracking and updating payment statuses across platforms.
Seamless payment status updates across both platforms, enhancing operational efficiency and client service.
How QuickBooks Online Integration Improves Your Client Billing Experience
Discover the seamless integration process between FlexPoint and QuickBooks Online that automates and synchronizes your financial operations efficiently. This step-by-step explanation will guide you through the workflow, showcasing how the integration maximizes productivity and ensures data accuracy.
Invoice Creation and Sync
When you create an invoice in FlexPoint or QBO, the 2-way data sync ensures that all financial data remains consistent and up-to-date across both platforms.
Automated Payment Processing
On the invoice paid date, FlexPoint automatically processes payments, applying them directly to the corresponding invoice in QuickBooks Online.
Real-Time Reconciliation
Payments are instantly reconciled, reducing manual entry errors and administrative overhead. This immediate update keeps your accounts accurate and simplifies end-of-period reporting.
Direct Deposit to Bank Account
Processed funds flow directly into your bank account, similar to standard payment processing methods, but with enhanced efficiency through automation.
Enhanced Customer Interaction
Optionally, receipts and updated invoice statuses can be automatically sent to your customers, improving communication and transparency.
Effortlessly Connect QuickBooks Online with FlexPoint
This straightforward step-by-step guide will walk you through connecting both systems to automate and enhance your financial management processes.
Read Full Documentation
Frequently Asked Questions: QuickBooks Online and FlexPoint Integration
Explore answers to common questions about how FlexPoint's integration with QuickBooks Online can streamline your MSP's accounting processes.
How does the QuickBooks Online integration enhance FlexPoint's billing capabilities?
What are the requirements to integrate QuickBooks Online with FlexPoint?
Can I automatically reconcile transactions through the integration?
Is there support available if I encounter issues with the integration?
How secure is the data shared between FlexPoint and QuickBooks Online?
Trusted by hundreds of service providers
80% faster payment processing
“Working with FlexPoint has been an incredible experience. The team is responsive and our client experience has never been stronger.”
Save 80 hours each month on billing tasks
"From day one, FlexPoint delivered unmatched support, a frictionless product, & a commitment to innovation."
Boost operational efficiency by 30%
"From more secure invoicing to a highly intuitive platform, it’s hard to quantify the incredible peace of mind FlexPoint provides. It’s truly priceless.”
Increase automatic payments by 20%
"Working with FlexPoint has been fantastic. Talk about a receptive, growth-minded partner."
3x faster payment processing
"FlexPoint simplifies our accounting process significantly. The ease of use for us and our clients has been great.”
$10k reduction in annual credit card fees
"Using FlexPoint has significantly reduced manual work. We get paid faster and spend less time on invoicing. It's just a win-win.”
