Quickbooks

Overview

QuickBooks is a full-featured business and financial management suite complete with tools for accounting, inventory, payroll, tax filing, invoicing, bank account tracking and reconciliation, expense management, budgeting, payment processing, and accounts receivable and payable management.
Through this integration, Tadabase users can securely access QuickBooks data such as invoices, customers, accounts, vendors, and employees—enabling real-time financial visibility and automation across business operations.

Use Cases

Here are 5 examples of how someone might use the Databridge integration between Tadabase and Quickbooks:

1. Invoice Management Dashboard:
   Pull in invoice data to build a real-time billing and payment status dashboard within Tadabase.
2. Customer-Specific Financials:
   Display invoices and outstanding balances per customer to create tailored financial views for CRM modules.
3. Vendor Expense Tracking:
   List all vendors and their associated bills for expense tracking, approvals, and payment automation workflows.
4. Payroll & Employee Overview:
   Sync employee data to centralize payroll-related views and manage access levels or record completeness.
5. Estimate & Quotation Tools:
   Bring in estimates and convert them to actionable data to improve sales workflows and client approval processes.

Available APIs