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QuickBooks

QuickBooks is an accounting software that lets you track and manage business expenses.

Give your agents the financial context they need to provide exceptional customer support. The Deskpro QuickBooks integration allows you to seamlessly view customer information, invoices, bills, and payments directly within the help desk, empowering your team to:

  • Automatic Customer Linking: Automatically link Deskpro users to their corresponding QuickBooks customers based on matching email addresses (manual linking also available).
  • Comprehensive Customer View: Access full customer details directly from the QuickBooks app in your Deskpro workspace.
  • View Linked Objects: View a list of all items linked to a customer, including:
    • Invoices
    • Bills
    • Purchase Orders