QuickBooks

custify’s quickbooks integration brings your revenue and invoice data directly into your customer success workflows so your team can act on financial signals before they become churn risks what you can do with this integration • segment by financials group customers by total income, number of due invoices, or payment behavior to surface at risk accounts • revenue based health scores build health scores in custify using live revenue data tracked in quickbooks • automate follow ups trigger email follow ups or csm tasks when invoices go overdue or payment timelines slip • lifecycle stage tracking define lifecycle stages based on revenue and get alerts when key metrics change data imported from quickbooks once connected, custify pulls the following financial data for each of your clients data field description count of due invoices number of unpaid invoices currently outstanding total amount due sum of all outstanding invoice balances count of paid invoices total number of invoices successfully paid total income from the account all time revenue received from the customer average days until invoice is paid average time between invoice issue and payment last payment date date of the most recent payment received oldest due invoice date date of the earliest unpaid invoice newest due invoice date date of the most recent unpaid invoice how to activate the integration getting set up takes just a few minutes 1\ sign in to custify and navigate to the integrations section 2\ select the quickbooks integration and click connect to quickbooks you will be redirected to the quickbooks login 3\ sign in to quickbooks and authorize custify to read data from your account 4\ select the quickbooks company you want to connect 5\ configure matching settings to link quickbooks customers to the correct custify company records frequently asked questions can i get notified when a customer is invoiced in quickbooks? yes you can set up alerts using custify’s segmentation and playbooks, and automatically assign a follow up task to a csm can i get notified when invoices are overdue? yes playbook based notifications can trigger when the count of due invoices exceeds a threshold you define does this work with quickbooks desktop? the integration is designed for quickbooks online quickbooks desktop requires additional setup via the quickbooks web connector can i match quickbooks customers to companies in custify? yes the integration lets you define matching criteria so financial data is automatically associated with the correct company records in custify data security and privacy the integration uses read only access custify never modifies any data in your quickbooks account all data transferred between the two platforms is encrypted using industry standard protocols, and only the information needed to power the integration is retained custify does not store sensitive financial details beyond what is required for integration functionality