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 QuickBooks.

Pipedrive
Capsule CRM
Salesforce
Sugar CRM
Zendesk
Mailchimp
Trello
Companies House
Google Drive
microsoft onedrive
Google Maps
Full Contact
Gmail
edocr

Some of 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

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  • 1. Names of cloud, on-premise and legacy software you use.
  • 2. Explain any specific problems you have which you think UnifiedVU Platform can solve.
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