Managing your business just got easier with Local5x's seamless integration with QuickBooks. By connecting Local5x with QuickBooks, you can have all your contacts in synch and use invoice data for automations within the Local5x Marketing System.
You can easily automate review requests after a QuickBooks trigger happens, such as an invoice is paid. Or you can reactivate dormant customers by sending a special offer automatically to anybody in QuickBooks that shows no new invoices for more than 6 months for example. We have built a deep integration so the possibilities are endless. If you use QuickBooks you can’t afford to not use Local5x. Reach out to one of our marketing specialists to learn how to multiply the results your local company gets by integrating QuickBooks with Local5x.
Use AI and the data insights inside your QuickBooks account to run powerful automations in the Local5x marketing system.
When connecting both apps, your contacts and invoice data will be in sync not having to enter new info twice saves you lots of time and hassle.
With this integration, you can automatically request reviews from your customers after each transaction, ensuring consistent and timely feedback. This helps boost your online reputation, attract new customers, and streamline the review process without any extra effort.
You can automate personalized follow-up emails, offers, and reminders based on customer purchases. This integration streamlines the process, helping you keep customers engaged and encouraging them to return, all while saving you time and boosting your bottom line.
Using transaction data, you can easily launch personalized campaigns offering special deals or incentives to re-engage inactive clients. This seamless integration ensures you never miss an opportunity to bring customers back, helping you turn lost business into loyal repeat customers.
To learn more about our pricing, you can visit our dedicated pricing page, where you’ll find all the details you need. We offer transparent and flexible options designed to fit your business needs. Getting started is easy—simply follow the steps outlined below, and you’ll be on your way to unlocking the full potential of our services.
Start by logging into your Local5x account. If you don't have an account yet, you can easily sign up on our registration page.
Once you're logged in, go to the Settings menu, and select Integrations. Here, you'll see a list of available integrations.
Find QuickBooks from the list of integrations and click on it to begin the connection process.
You will be redirected to QuickBooks' login page. Enter your QuickBooks credentials to authorize the connection between Local5x and QuickBooks.
Once connected, you can configure your settings. Choose how often you want data to sync, which accounts to use for different transactions, and more. This ensures that your financial data is organized exactly how you want it.
After configuring your settings, your Local5x account will begin syncing with QuickBooks. All your sales, payments, and other financial data will now be automatically updated in QuickBooks.
If you encounter any issues during the integration process or have questions about how it works, our support team is here to help. Visit our Support Center or contact us directly at support@local5x.com.