Sync to Your Accounting Platform
If billing and accounting don't match, month-end turns into detective work. Every invoice and customer syncs to QuickBooks on its own, with sync status on every record. Click through the interactive demo to see it happen.
What's covered in this product showcase
This walkthrough follows an invoice from ChargeOver into QuickBooks and shows how customers and products stay matched between the two. Here is what you will see, step by step.
- Invoices sync on their own. Every invoice created in ChargeOver syncs to QuickBooks automatically. There is nothing to export.
- Check sync status on any record. Each invoice shows whether it synced and when, so you know it went through.
- Open the same invoice in QuickBooks. Products, amounts, and terms match line for line.
- Customers sync too. New customers in ChargeOver appear in QuickBooks, so nothing is entered twice.
Billing and accounting agree by default, so month-end close is a review instead of an investigation.
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No sales pressure. 45 minutes. We'll show you exactly how ChargeOver works for your billing workflow and tell you honestly if it's a fit.