UnifiedVU Intuit QuickBooks Applications and Workflows

Bringing data and functionality from all your business software on to one screen to help you get the best out of Intuit QuickBooks.

As organisations use more software than ever before, data and functionality are now scattered across many applications resulting in having to switch and toggle between these applications to complete daily jobs and workflows. In addition, reliance on others for information due to lack of access or training hinders productivity.

UnifiedVU brings data and functionality from all your software and data sources on to one screen in real-time to increase organisational productivity. Daily jobs and workflows can now be streamlined and completed faster. Decisions can now be made with up-to-date information resulting in rapid growth of your business.

QuickBooks Applications

Your opportunity to help contribute to growth of your organisation

QuickBooks + CapsuleCRM

When a customer is selected in CapsuleCRM, QuickBooks displays due, overdue and paid invoices related to the customer.

QuickBooks + Pipedrive

When a customer is selected in Pipedrive, QuickBooks displays due, overdue and paid invoices related to the customer.

QuickBook Daily Jobs and Workflows

How QuickBooks interacts with your software and data sources on UnifiedVU

QuickBooks A/R App
Action/Response

Displays related Invoices

Select Invoice

Displays related Invoices

Displays related Invoices

Select Invoice

Select Invoice

Select Invoice

Displays related Invoices

Select Invoice

Displays related Invoices

Select Invoice

Select Invoice

Select Invoice

Select Invoice

Displays related Invoices

Select Invoice

Select Invoice

Select Invoice

Select Invoice

Select Invoice

Select Invoice

Select Invoice

App
Read with 3rd column

CapsuleCRM Contacts

CapsuleCRM Contacts

CapsuleCRM List

Pipedrive Contacts

Pipedrive Contacts

Pipedrive Sales Opportunities

Salesforce Contacts

Salesforce Contacts

SugarCRM Contacts

SugarCRM Contacts

Google Drive

Microsoft OneDrive

Dropbox

MailChimp Contacts

MailChimp Campaigns

Zendesk

Trello Cards with any App

Companies House

Google Maps

FullContact

edocr

Google Mail

App
Action/Response

Select Contact or Compay

Show Contact & Company details

Select Contact or Company

Select Contact or Company

Show Contact & Company details

Show related Sales Deals

Show Contact & Company details

Select Contact or Company

Show Contact & Company details

Select Contact or Company

Show related Files

Show related Files

Show related Files

Show Campaign Responses

Select Contact on Campaign

Show related Tickets

Show related Cards

Show related Company Records

Show related Location

Show related Social Profiles

Show shared Documents

Show related Emails

Smarter working is just a click away

Easy to set up and trial for 14 days with no credit card required

UnifiedVU Platform

First of it's kind

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